ECHELON CAPITAL STRATEGIES, LLC

ECHELON ASSET MANAGEMENT
OAKLAND, California·4 registered advisors·CRD# 169484
SEC# 801-1067130415-279-3321
01

Firm Overview

AUM
$14M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at ECHELON CAPITAL STRATEGIES, LLC

4 registered advisors
Aamir Mohammad Sheikh
OAKLAND, California
Andrew Thomas Rudd
OAKLAND, California
Charles Prentiss Jones
OAKLAND, California
William James Trenchard
OAKLAND, California
05

Office Locations

OAKLAND, California
4 advisors

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Data sourced from SEC Form ADV filings. ECHELON CAPITAL STRATEGIES, LLC (CRD# 169484) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.