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ECHELONS CAPITAL, LLC
ECHELONS CAPITAL, LLC
PARK CITY, Utah
·
2 registered advisors
·
CRD# 325781
SEC# 801-127673
0
706-372-4218
01
Firm Overview
AUM
$130M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ECHELONS CAPITAL, LLC
2 registered advisors
Brett Thomas Leahy
PARK CITY, Utah
CRD# 6773507
John Patrick Rudio
PARK CITY, Utah
CRD# 6482618
05
Office Locations
PARK CITY, Utah
2 advisors
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Data sourced from SEC Form ADV filings. ECHELONS CAPITAL, LLC (CRD# 325781) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.