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Building 2EFFICIENT PORTFOLIO CONSULTANTS, LLC

Map pinLINCOLN, CA
Phone916-780-1040
NotebookSEC #801-62482
Total AUM
$15K
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
661 6TH STREET
SUITE 7
LINCOLN
CA 95648
United States
Operating Hours
8:30 12; 1-5
Monday - Friday
Phone
916-780-1040

ReceiptFinancials

Total AUM
$15K
Accounts
1
Discretionary
$0
Accounts
0
Non-Discretionary
$15K
Accounts
1

ContactClients

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None reported

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

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

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