Overview
Assets Under Management: $283 million
Headquarters: JACKSON, MS
High-Net-Worth Clients: 61
Average Client Assets: $3.1 million
Frequently Asked Questions
EFP ADVISORS 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 #161249), EFP ADVISORS is subject to fiduciary duty under federal law.
EFP ADVISORS is headquartered in JACKSON, MS.
EFP ADVISORS serves 61 high-net-worth clients according to their SEC filing dated March 06, 2024. View client details ↓
According to their SEC Form ADV, EFP ADVISORS offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
EFP ADVISORS manages $283 million in client assets according to their SEC filing dated March 06, 2024.
According to their SEC Form ADV, EFP ADVISORS 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: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.45%
Average Client Assets: $3.1 million
Total Client Accounts: 1,131
Discretionary Accounts: 1,131
Regulatory Filings
CRD Number: 161249
Filing ID: 1838767
Last Filing Date: 2024-03-06 15:24:00