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ECHELONS CAPITAL, LLC
2078 Prospector Avenue
Suite 4
Park City, Utah 84060
Tel: 706-372-4218
About ECHELONS CAPITAL, LLC
ECHELONS CAPITAL, LLC, formally registered with the SEC as ECHELONS CAPITAL, LLC. The firm was established in 04/18/2023. They have over 1 offices throughout the country.
ECHELONS CAPITAL, LLC is a Park City, Utah based Financial Planning firm with nearly $129,894,382 assets under management, offering retirement planning & investment advisory services to 105 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 325781 |
| SEC# | 801-127673 |
| Assets Managed by Firm | $129,894,382 |
| No. of Clients | 105 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 105 | $129,894,382 |
| Individuals (other than high net worth individuals) | 19 | $5,428,417 |
| High net worth individuals | 10 | $72,629,810 |
| Corporations or other businesses | 2 | $21,663,629 |
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