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Building 2EFP ADVISORS

Map pinJACKSON, MS
Phone601-206-0006
NotebookSEC #801-79242
Total AUM
$282.8M
Employees
4
Clients
540

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1501 LAKELAND DRIVE
SUITE 250
JACKSON
MS 39216
United States
Operating Hours
8.00 AM - 5.00PM
Monday - Friday
Phone
601-206-0006

ReceiptFinancials

Total AUM
$282.8M
Accounts
1,131
Discretionary
$282.8M
Accounts
1,131
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
479
AUM
$94.9M
HNW Individual Clients
61
AUM
$187.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGALAMSNETNTX

HandshakeAffiliates

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

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