Overview
Assets Under Management: $419 million
High-Net-Worth Clients: 39
Average Client Assets: $10 million
Frequently Asked Questions
EFFICIENT FRONTIER ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #111895), EFFICIENT FRONTIER ADVISORS LLC is subject to fiduciary duty under federal law.
EFFICIENT FRONTIER ADVISORS LLC serves 39 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, EFFICIENT FRONTIER ADVISORS LLC offers portfolio management for individuals. View all service details ↓
EFFICIENT FRONTIER ADVISORS LLC manages $419 million in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, EFFICIENT FRONTIER ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.01
Average High-Net-Worth Client Assets: $10 million
Total Client Accounts: 199
Discretionary Accounts: 199
Regulatory Filings
CRD Number: 111895
Last Filing Date: 2025-02-25 00:00:00
Website: https://efficientfrontier.com