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| Happy Holidays!! thanks for using AUM13F!! |
| Efinancial Alliance LLC
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| CRD # | 161352 |
| SEC # | 801-127547 |
| CIK # | |
| AUM | $225.8 M (2025-02-07) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 615-224-8534 |
| Address | 106 Mission Court Franklin, TN 37067 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 49 | 29.5 |
| (b) Individuals (high net worth individuals) | 53 | 194.7 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 2 | 1.6 |
| (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 | 707 | 225.8 |
| By Discretionary | ||
| Discretionary | 707 | 225.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 707 | 225.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 225.8 | |
| Total | 707 | 225.8 |
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|---|---|---|
|
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✚
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CA | 0.2 |
|
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0.2 | |
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|
SPWM Advisors LLC
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MI | 0.2 |
|
Magnolia Private Wealth LLC
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|
PA | 0.2 |
|
Pan Global Advisers LLC
✚
|
CA | 0.2 |
|
Waterstone Financial Advisory LLC
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|
FL | 0.2 |
|
JW Korth & Company Limited Partnership
✚
|
MI | 0.2 |