|
⚲
|
| EFP Advisors Inc
✚
| |
|---|---|
| CRD # | 161249 |
| SEC # | 801-79242 |
| CIK # | |
| AUM | $282.8 MM (2024-03-06) |
| Employees | 4 (75% Investors, 50% Brokers) |
| Phone | 601-206-0006 |
| Address | 1501 Lakeland Drive Jackson, MS 39216 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 479 | 94.9 |
| (b) Individuals (high net worth individuals) | 61 | 187.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,131 | 282.8 |
| By Discretionary | ||
| Discretionary | 1,131 | 282.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,131 | 282.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 282.8 | |
| Total | 1,131 | 282.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Livelife Capital Partners LLC
✚
|
MA | 0.3 |
|
Kilner Capital Advisors LLC
✚
|
MD | 0.3 |
|
Equita Financial Network Inc
✚
|
PA | 0.3 |
|
Paragon Private Wealth Management LLC
✚
|
KY | 0.3 |
|
Spectrum Wealth Advisory Group LLC
✚
|
CA | 0.3 |
|
Capstone Triton Financial Group LLC
✚
|
OK | 0.3 |
|
MEOW Advisory LLC
✚
|
FL | 0.3 |
|
Targeted Financial Services LLC
✚
|
NJ | 0.3 |
|
Stevens Capital Partners Inc
✚
|
NE | 0.3 |
|
Strategic Wealth Advisors LLC
✚
|
AZ | 0.3 |