Ecm U.S. Inc
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Overview
Ecm U.S. Inc is a financial advisory firm that has its headquarters in Cohasset, Massachusetts. The company controls $482.5 million in assets under management throughout two customer accounts, placing it among the larger investment advisory firms in the country by assets under management (AUM). It has a small group, including 1 financial advisor. Ecm U.S. Inc does not act as a registered broker-dealer, signifying that the company is not able to buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are exchangable fiscal assets like options, bonds and equities.
Ecm U.S. Inc administers none of the firm's client assets on a discretionary basis. Discretionary management signifies that buy and sell choices for the client's account are made by a portfolio manager without needing to seek client consent. It also has two non-discretionary accounts with a total of $482.5 million in assets under management. The advisory firm oversees an average of $241.3 million in assets for each customer account. An average financial advisor at Ecm U.S. Inc oversees about two client accounts, making it one of the most personalized financial advisor firms in the country.
Ecm U.S. Inc's main office is at 34 Elm St., Cohasset, Massachusetts 2025.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Ecm U.S. Inc by the Numbers
$482.5 million
1
2
$241.3 million
Fee Structure
A financial advisor's fees usually depend on the type of financial services offered. Fees charged by the company typically consist of non-traditional fee structures. The company does not supply a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
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Offered by 10% of firms
Other
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
Ecm U.S. Inc provides services to pooled investment vehicles and other investment advisers. Out of its two customers, Ecm U.S. Inc's biggest client group is pooled investment vehicles. Around 100% of the firm's clients are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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