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Eckhouse Kulman & Associates Inc (Boca Raton)


Eckhouse Kulman & Associates Inc is a large advisory firm based in Boca Raton. It manages $25.1 million of regulatory assets for 19 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Florida.

Eckhouse Kulman & Associates provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Eckhouse Kulman & Associates: assets under management

The assets under management (AUM) of Eckhouse Kulman & Associates Inc is $25.1 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $25.1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.32 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Eckhouse Kulman & Associates Inc for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boca Raton

The principal office where Eckhouse Kulman & Associates Inc performs its advisory services is located at 2298 Nw Boca Raton Blvd., Boca Raton, FL 33431, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (561)395-0771 or by fax (561)395-0772. The normal business hours are 9:30am-4:00pm on Monday - Friday.


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