Echelon Asset Management

Echelon Asset Management (CRD# 169484) is a financial advisory firm headquartered in Oakland, CA. They manage $296,000,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    296
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $148,000,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Echelon Asset Management
Showing 1 - 3 of 3 top financial advisors.
1
Aamir M. Sheikh
CRD#: 5030115
One Kaiser Plaza, Suite 1485, Oakland, CA 94612
93
Wealthminder
score

Aamir Sheikh (CRD# 5030115) is an Investment Advisor Representative working at Echelon Asset Management in Oakland, CA and has over 10 years of experience in the finance industry.

2
Yi Zhang
CRD#: 5758194
One Kaiser Plaza, Suite 1485, Oakland, CA 94612
93
Wealthminder
score

Yi Zhang (CRD# 5758194) is an Investment Advisor Representative working at Echelon Asset Management in Oakland, CA and has over 6 years of experience in the finance industry.

3
Ryan G. Davis
CRD#: 5157155
One Kaiser Plaza, Suite 1485, Oakland, CA 94612
87
Wealthminder
score

Ryan Davis (CRD# 5157155) is an Investment Advisor Representative working at Echelon Asset Management in Oakland, CA and has 1 year of experience in the finance industry.

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