Echelon Capital
Firm details
- Headquarters
- El Segundo, California
- CRD number
- 155228
- Registered since
- October 11, 2011
- Website
- www.echelon-partners.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Daniel Seivert
CEO and Managing PartnerCRD 2286266
Contacts
3 of 7
Barnaby Audsley
Vice PresidentCRD 7039322

James Dilworth
Strategic AdvisorCRD 2123506

Samuel Sphire
Senior AssociateCRD 7200832
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Triton Pacific Securities, LLC
Broker-DealerEl Segundo, CA
VF Securities
Broker-DealerEl Segundo, CA
Cetera Wealth Services, LLC
Broker-DealerEl Segundo, CA
Armory Securities, LLC
Broker-DealerEl Segundo, CA
IM Global US Distributors LLC
Broker-DealerEl Segundo, CA
TFA Securities, Inc.
Broker-DealerEl Segundo, CA