Overview
Assets Under Management: $70 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 32
Average Client Assets: $2.2 million
Frequently Asked Questions
EFS ASSET MANAGEMENT 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 #106184), EFS ASSET MANAGEMENT LLC is subject to fiduciary duty under federal law.
EFS ASSET MANAGEMENT LLC is headquartered in DALLAS, TX.
EFS ASSET MANAGEMENT LLC serves 32 high-net-worth clients according to their SEC filing dated March 03, 2026. View client details ↓
According to their SEC Form ADV, EFS ASSET MANAGEMENT LLC offers portfolio management for individuals. View all service details ↓
EFS ASSET MANAGEMENT LLC manages $70 million in client assets according to their SEC filing dated March 03, 2026.
According to their SEC Form ADV, EFS ASSET MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $2.2 million
Total Client Accounts: 54
Discretionary Accounts: 54
Regulatory Filings
CRD Number: 106184
Filing ID: 2063063
Last Filing Date: 2026-03-03 12:55:30