ECHELON MANAGEMENT
Firm details
- Headquarters
- EVANSTON, Wyoming
- CRD number
- 318674
- Registered since
- April 21, 2022
Firm profile
FINTRXOverview
Echelon Management is an LLC that registered with the SEC in 2022 and operates as an unclassified adviser. The firm reports ownership by a mix of a domestic entity and an individual and identifies itself as a sponsor, general partner, and managing member of pooled investment vehicles. It does not position itself as a capital allocator, does not report multi-state advising activity, and is not flagged as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Joel Moxley
Managing PartnerCRD 7495230
KERRI FABER
PartnerCRD 4304180
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
EVANSTON, WY
UINTA
Location
EVANSTON, WY
Headquartered in EVANSTON, WY, in the West of the United States.
- Region
- West
- County
- UINTA
- Address
- 221 10th St
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
CAMBRIDGE INVESTMENTS, LLC
Exempt Reporting AdvisorJACKSON, WY
WYO VC MANAGEMENT I LLC
Exempt Reporting AdvisorCODY, WY
ACCELERATOR VENTURES
Exempt Reporting AdvisorJACKSON, WY
ALTA PARTNERS MANAGEMENT COMPANY, L.P.
Exempt Reporting AdvisorJACKSON, WY
COMPOSITE VENTURES GROUP, LLC
Exempt Reporting AdvisorJACKSON, WY
FPV MANAGEMENT, LLC
Exempt Reporting AdvisorJACKSON, WY