Clients & Transactions

Sample Transactions & Advisory Assignments Executed by the ECHELON Team

Clients with More than $1 Billion AUM/AUA*

• Fortigent, LLC

• The Great-West Life Assurance Company

• HighTower Advisors, LLC

• Hollencrest Securities, LLC

• ING Capital Management

• Integrated Wealth Management Inc.

• Lawing Financial

• London Life Insurance Company

• Loring Ward Securities Inc.

• LPL Financial LLC

• Lydian Private Bank

• Mariner Wealth Advisors, LLC

• Massey Quick

• McCutchen Group, LLC

• Mellon Bank

• Merrill Lynch

• MFS Investment Management

• Miller/Russell & Associates LLC

• Modera Wealth Management

• Navellier & Associates Inc

• Niemann Capital Management, Inc.

• Northstar Financial Services Group, LLC

• Allianz Capital Partners of America, Inc.

• Altair Advisers, LLC

• Aspiriant, LLC

• Assante Wealth Management

• AssetMark, Inc.

• Bailard Inc.

• Balasa Dinverno Foltz, LLC

• Baldwin Brothers, Inc.

• Bank of America Corporation

• Benjamin F. Edwards & Co.

• Bradford & Marzec, LLC

• BRF Bordeaux, LLC

• Brinker Capital, Inc.

• Brinton Eaton Associates, Inc.

• Brownson, Rehmus & Foxworth, Inc.

• Buckingham Asset Management, LLC

• Camden Capital, LLC

• City National Bank

• Dimensional Fund Advisors

• Envestnet Asset Management, Inc.

• Fiduciary Investment Advisors, LLC

• First Republic Investment Management, Inc.

• FolioDynamix

• OBS Financial Services, Inc.

• Pacific Wealth Advisors, LLC

• Pershing LLC

• Phillips & Company Securities Inc.

• Post Advisory Group, LLC

• Private Ocean, LLC

• Prudential Wealth Management Solutions

• Raymond James & Associates, Inc.

• RNC Genter Capital Management

• SageView Advisory Group, LLC

• Securities America

• SEI Investments

• Signature Estate & Investment Advisors, LLC

• State Street Corporation

• Symmetry Partners, LLC

• TD Ameritrade Institutional

• The Bank of New York

• The Bank of New York Mellon Corporation

• United Capital Partners

• Wedbush Securities

• Wellington West

*Given that some clients request confidentiality, please note this is a partial list of firms.