Overview
Assets Under Management: $226 million
Headquarters: FRANKLIN, TN
High-Net-Worth Clients: 53
Average Client Assets: $4 million
Frequently Asked Questions
EFINANCIAL ALLIANCE, 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 #161352), EFINANCIAL ALLIANCE, LLC is subject to fiduciary duty under federal law.
EFINANCIAL ALLIANCE, LLC is headquartered in FRANKLIN, TN.
EFINANCIAL ALLIANCE, LLC serves 53 high-net-worth clients according to their SEC filing dated February 07, 2025. View client details ↓
According to their SEC Form ADV, EFINANCIAL ALLIANCE, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
EFINANCIAL ALLIANCE, LLC manages $226 million in client assets according to their SEC filing dated February 07, 2025.
According to their SEC Form ADV, EFINANCIAL ALLIANCE, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.25
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 707
Discretionary Accounts: 707
Regulatory Filings
CRD Number: 161352
Last Filing Date: 2025-02-07 00:00:00
Website: https://efinancialalliance.com