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Building 2EFFICIENT ADVISORS

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Phone267-613-6250
NotebookSEC #801-70110
Total AUM
$3.1B
Employees
14
Clients
9,758

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30 - 5:30
Monday - Friday
Phone
267-613-6250
Other Offices
2

ReceiptFinancials

Total AUM
$3.1B
Accounts
17,508
Discretionary
$2.9B
Accounts
16,431
Non-Discretionary
$204.6M
Accounts
1,077

ContactClients

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Individual Clients
8,971
AUM
$1.8B
HNW Individual Clients
548
AUM
$1B
Pension/Profit Sharing Plan Clients
229
AUM
$311.2M
Charitable Organization Clients
2
AUM
$238K
Corporation or Business Clients
8
AUM
$7.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAWAWIWV

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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