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Building 2EFFICIENT FRONTIER ADVISORS LLC

Map pin
Phone860-974-0888
NotebookSEC #801-60450
Total AUM
$419.3M
Employees
3
Clients
48

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APP'T ONLY
Monday - Friday
Phone
860-974-0888
Other Offices
2

ReceiptFinancials

Total AUM
$419.3M
Accounts
199
Discretionary
$419.3M
Accounts
199
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
6
AUM
$1.7M
HNW Individual Clients
39
AUM
$385.8M
Charitable Organization Clients
3
AUM
$31.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTORTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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