⚲
|
Efficient Frontier Advisors LLC
✚
| |
---|---|
CRD # | 111895 |
SEC # | 801-60450 |
CIK # | 0002011188 |
AUM | $419.3 M (2025-02-25) |
Employees | 3 (100% Investors, 0% Brokers) |
Phone | 860-974-0888 |
Address | |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($M) |
---|
AUM Breakdown | Accounts | AUM ($M) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 6 | 1.7 |
(b) Individuals (high net worth individuals) | 39 | 385.8 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 3 | 31.8 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 199 | 419.3 |
By Discretionary | ||
Discretionary | 199 | 419.3 |
Non-Discretionary | 0 | 0.0 |
Total | 199 | 419.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 419.3 | |
Total | 199 | 419.3 |
EDGAR Form | CIK | 2011 - 2025 |
---|---|---|
13F-HR | [0002011188] |
Comparable Firms | State | AUM ($B) |
---|---|---|
TFG Advisers LLC
✚
|
MI | 0.4 |
Aurdan Capital Management LLC
✚
|
PA | 0.4 |
MGB Wealth Management LLC
✚
|
TX | 0.4 |
Samalin Investment Counsel LLC
✚
|
NY | 0.4 |
Access Investment Management LLC
✚
|
GA | 0.4 |
Cross Financial Advisors LLC
✚
|
OR | 0.4 |
McClarren Financial Advisors Inc
✚
|
PA | 0.4 |
Uncommon Cents Investing LLC
✚
|
WI | 0.4 |
ORG Wealth Partners LLC
✚
|
TX | 0.4 |
Global Kandor Advisors LLC
✚
|
FL | 0.4 |