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| Efficient Advisors LLC
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| |
|---|---|
| CRD # | 150144 |
| SEC # | 801-70110 |
| CIK # | 0001542164 |
| AUM | $2.4 BB (2024-03-29) |
| Employees | 25 (32% Investors, 0% Brokers) |
| Phone | 267-613-6250 |
| Address | 408 4th Ave Mason, OH 45040 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7,933 | 1.3 |
| (b) Individuals (high net worth individuals) | 431 | 0.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 247 | 0.3 |
| (h) Charitable organizations | 2 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 15,510 | 2.4 |
| By Discretionary | ||
| Discretionary | 15,028 | 2.3 |
| Non-Discretionary | 482 | 0.1 |
| Total | 15,510 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 15,510 | 2.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001542164] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Comerica Securities Inc
✚
|
MI | 2.4 |
|
Emerald Advisers LLC
✚
|
PA | 2.4 |
|
Meritage Portfolio Management Inc
✚
|
KS | 2.4 |
|
HS Management Partners LLC
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|
NY | 2.4 |
|
Norris Perne & French LLP
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|
MI | 2.4 |
|
Fairway Wealth LLC
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|
OH | 2.3 |
|
Lion Street Advisors LLC
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|
TX | 2.3 |
|
Girard Advisory Services LLC
✚
|
PA | 2.3 |
|
PFG Advisors LLC
✚
|
AZ | 2.3 |
|
Stadion Money Management LLC
✚
|
GA | 2.3 |