Echelon Capital

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
El Segundo, California
CRD number
155228
Registered since
October 11, 2011

Firm profile

FINTRX

Overview

Echelon Capital is organized as a limited liability company that registered with the SEC in 2011. The firm is classified in the data as an investment bank and is owned by an individual. The record indicates Echelon Capital does not operate as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi-state or newly formed adviser, nor is it documented as a pension consultant or a related adviser. The dataset does not provide details on client segments, fee schedules, or specific advisory activities.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Daniel Seivert

    Daniel Seivert

    CEO and Managing PartnerCRD 2286266

Contacts

3 of 7
  • Barnaby Audsley

    Barnaby Audsley

    Vice PresidentCRD 7039322

  • James Dilworth

    James Dilworth

    Strategic AdvisorCRD 2123506

  • Samuel Sphire

    Samuel Sphire

    Senior AssociateCRD 7200832

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

El Segundo, CA

Los Angeles

Location

El Segundo, CA

Headquartered in El Segundo, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
2321 Rosecrans Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth