Ecp
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Overview
Ecp is an advisory company that has its headquarters in Summit, New Jersey. Ecp handles $18.6 billion in assets over 56 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management (AUM). It has an average-sized group, including 41 financial advisors. Ecp is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are exchangable fiscal assets like bonds, equities and options.
Ecp administers most of the company's accounts in a discretionary manner. Discretionary management is a structure in which a portfolio manager makes transaction judgments without requiring the customer's permission. The company also manages two non-discretionary accounts with a total of $418.8 million in AUM. The investment advisory firm supervises roughly $332.8 million in assets for each customer account. The average advisor at Ecp manages around one client account, making it one of the most individualized financial advisor firms in the country.
The firm's main office is at 40 Beechwood Road, Summit, New Jersey 7901. It is legally allowed to provide services to clients across a number of states, including California, New Jersey, New York and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Ecp by the Numbers
$18.6 billion
70
56
$332.8 million
Fee Structure
A financial advisor's fees usually are based on which services the firm provides the client. Fee types billed by the firm likely are comprised of the following fee types: asset-based or performance-based. Ecp does not participate in a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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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
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm provides services to pooled investment vehicles. Out of its 56 accounts, Ecp's largest client group by number of accounts is pooled investment vehicles. Around 13% of the firm's customers are represented by non-U.S. persons.
- 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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