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Building 2ECHELONS CAPITAL, LLC

Map pinPARK CITY, UT
Phone706-372-4218
NotebookSEC #801-127673
Total AUM
$174.4M
Employees
2
Clients
36

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2078 PROSPECTOR AVENUE
SUITE 4
PARK CITY
UT 84060
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
706-372-4218
Other Offices
1

ReceiptFinancials

Total AUM
$174.4M
Accounts
164
Discretionary
$174.4M
Accounts
164
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
16
AUM
$7.5M
HNW Individual Clients
18
AUM
$148.4M
Corporation or Business Clients
2
AUM
$18.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GAILLANCNYTNTXUTVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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