Overview
Assets Under Management: $2.3 billion
Headquarters: CAMBRIDGE, MN
High-Net-Worth Clients: 52
Average Client Assets: $43 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.31
Average High-Net-Worth Client Assets: $43 million
Total Client Accounts: 29,714
Discretionary Accounts: 28,076
Non-Discretionary Accounts: 1,638
Regulatory Filings
CRD Number: 115211
Filing ID: 1925434
Last Filing Date: 2025-03-11 14:13:00
Website: https://efsadvisors.com