Overview
Assets Under Management: $2.3 billion
Headquarters: CAMBRIDGE, MN
Frequently Asked Questions
EFS 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 #115211), EFS ADVISORS LLC is subject to fiduciary duty under federal law.
EFS ADVISORS LLC is headquartered in CAMBRIDGE, MN.
According to their SEC Form ADV, EFS ADVISORS LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
EFS ADVISORS LLC manages $2.3 billion in client assets according to their SEC filing dated March 11, 2025.
According to their SEC Form ADV, EFS ADVISORS LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
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