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ECHELON ASSET MANAGEMENT
OAKLAND, CA
415-279-3321
SEC #801-106713Total AUM
$14.4M
Employees
5Clients
3Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
555 12TH STREET
SUITE 500
OAKLAND
CA 94607
United States
SUITE 500
OAKLAND
CA 94607
United States
Operating Hours
9:00 AM - 5:00 PM PST
Monday - Friday
Monday - Friday
Phone
415-279-3321
Financials
Total AUM
$14.4M
Accounts
3Discretionary
$14.4M
Accounts
3Non-Discretionary
$0
Accounts
0
Clients
Pooled Vehicle Clients
3AUM
$14.4M
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.