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| Happy Holidays!! thanks for using AUM13F!! |
| Echelons Capital LLC
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|---|---|
| CRD # | 325781 |
| SEC # | 801-127673 |
| CIK # | |
| AUM | $127.1 M (2025-07-23) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 706-372-4218 |
| Address | 2078 Prospector Avenue Park City, UT 84060 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18 | 5.5 |
| (b) Individuals (high net worth individuals) | 11 | 73.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 7.0 |
| (n) Other | 2 | 40.9 |
| Total | 128 | 127.1 |
| By Discretionary | ||
| Discretionary | 128 | 127.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 128 | 127.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 127.1 | |
| Total | 128 | 127.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Oakmont Advisory Group LLC
✚
|
NM | 0.1 |
|
Trinity Investment Management LLC
✚
|
TX | 0.1 |
|
GeoVest Advisors Inc
✚
|
NY | 0.1 |
|
JK Private Wealth LLC
✚
|
CT | 0.1 |
|
Forrest Financial Services LLC
✚
|
IA | 0.1 |
|
Mayfield Advisors Inc
✚
|
CA | 0.1 |
|
S R Schill & Associates Inc
✚
|
WA | 0.1 |
|
Chelsea Advisory Services Inc
✚
|
NY | 0.1 |
|
Concert Investment Advisory LLC
✚
|
0.1 | |
|
Integrity Wealth Management Inc
✚
|
WA | 0.1 |