|
⚲
|
| Efinancial Alliance LLC
✚
|
|
|---|---|
| CRD # | 161352 |
| SEC # | 801-127547 |
| CIK # | |
| AUM | $196.0 MM (2024-03-08) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 615-224-8534 |
| Address | 106 Mission Court Franklin, TN 37067 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 150 | 108.0 |
| (b) Individuals (high net worth individuals) | 42 | 87.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 693 | 196.0 |
| By Discretionary | ||
| Discretionary | 693 | 196.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 693 | 196.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 196.0 | |
| Total | 693 | 196.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
CMC Financial Group LLC
✚
|
GA | 0.2 |
|
Matthias Private Wealth LLC
✚
|
FL | 0.2 |
|
WMS Advisors LLC
✚
|
NC | 0.2 |
|
Michael Brady & Co LLC
✚
|
OH | 0.2 |
|
OFG Financial Services Inc
✚
|
KS | 0.2 |
|
Financial Futures Limited Liability Company
✚
|
NJ | 0.2 |
|
Kennedy Wealth and Tax Management Inc
✚
|
CT | 0.2 |
|
Bischoff Wealth Management Group LLC
✚
|
IN | 0.2 |
|
NorthStar Asset Management LLC
✚
|
NJ | 0.2 |
|
Norris Financial Group LLC
✚
|
SC | 0.2 |