|
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| Echelon Partners USA Inc
✚
| |
|---|---|
| CRD # | 299365 |
| SEC # | 801-114720 |
| CIK # | |
| AUM | $20.3 MM (2024-06-24) |
| Employees | 19 (32% Investors, 84% Brokers) |
| Phone | 416-572-5523 |
| Address | 181 Bay Street Toronto, Canada |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 3.0 |
| (b) Individuals (high net worth individuals) | 5 | 17.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 16 | 20.3 |
| By Discretionary | ||
| Discretionary | 11 | 6.9 |
| Non-Discretionary | 5 | 13.4 |
| Total | 16 | 20.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 18.8 | |
| Total | 16 | 20.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Global Listing Accelerator Securities Limited
✚
|
NY | 0.0 |
|
Raymond James Investment Counsel Ltd
✚
|
0.0 | |
|
Alooola LLC
✚
|
NJ | 0.0 |
|
Range Finance Inc
✚
|
VA | 0.0 |
|
Maridea Wealth Management LLC
✚
|
NY | 0.0 |
|
Gunn Wealth Management LLC
✚
|
DE | 0.0 |
|
Glass Retirement Strategies Inc
✚
|
MI | 0.0 |
|
Potomac Advisors Inc
✚
|
FL | 0.0 |
|
DMLO Wealth Planning LLC
✚
|
KY | 0.0 |
|
K-WM LLC
✚
|
TX | 0.0 |