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Building 2EFS ADVISORS

Map pinCAMBRIDGE, MN
Phone763-689-9023
NotebookSEC #801-62857
Total AUM
$2.4B
Employees
59
Clients
21,701

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1995 EAST RUM RIVER DRIVE S
CAMBRIDGE
MN 55008
United States
Operating Hours
8:00AM - 4:30PM
Monday - Friday
Phone
763-689-9023
Other Offices
25

ReceiptFinancials

Total AUM
$2.4B
Accounts
29,438
Discretionary
$2.2B
Accounts
28,122
Non-Discretionary
$197.8M
Accounts
1,316

ContactClients

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Individual Clients
21,660
AUM
$2.3B
Pension/Profit Sharing Plan Clients
24
AUM
$59.8M
Charitable Organization Clients
9
AUM
$1.1M
Government Entity Clients
1
AUM
$126.9K
Insurance Company Clients
1
AUM
$4.7M
Corporation or Business Clients
6
AUM
$3.4M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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