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Building 2EFS ASSET MANAGEMENT LLC

Map pinDALLAS, TX
Phone214-550-0914
NotebookSEC #801-37873
Total AUM
$70M
Employees
1
Clients
32

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2608 HIBERNIA ST.
SUITE 104
DALLAS
TX 75204
United States
Operating Hours
8:30 A.M. - 5:30 P.M.
Monday - Friday
Phone
214-550-0914

ReceiptFinancials

Total AUM
$70M
Accounts
54
Discretionary
$70M
Accounts
54
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
32
AUM
$70M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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