RIA Intelligence

ECHELON MANAGEMENT, LLC

Legal name: ECHELON MANAGEMENT

CRD #318674 SEC #802-125716 EVANSTON, WY 617-285-0330
State Registered Exempt Reporting Private Funds
Total AUM
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Discretionary
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Employees
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Clients
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Accounts
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Firm Details

Organization Type
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State of Formation
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Fiscal Year End
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Registration Date
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Latest Filing
Mar 31, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Moxley, Joel, ForrestIMANAGING PARTNERE Control
Moxley, Joel, ForrestIMANAGING PARTNERE Control
Moxley, Joel, ForrestIMANAGING PARTNERE Control
Moxley, Joel, ForrestIMANAGING PARTNERE Control
ECHELON OWNERSHIP GROUP, LLCDEOWNERB
ECHELON OWNERSHIP GROUP, LLCDEOWNERB
ECHELON OWNERSHIP GROUP, LLCDEOWNERB
ECHELON OWNERSHIP GROUP, LLCDEOWNERB
FABER, KERRI, DRUICEOA
FABER, KERRI, DRUIPARTNERA
FABER, KERRI, DRUIPARTNERA
LOOMIS, KERRI, DROICEOA

Registrations

Federal

ERA
Mar 31, 2025 REGISTERED

Address

221 10TH STREET
EVANSTON, WY 82930
United States
Phone: 617-285-0330