EFP Advisors Inc

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Assets, Funds, Holdings

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EFP Advisors Inc
CRD #161249
SEC #801-79242
CIK #
AUM
Employees 4 (75% Investors, 50% Brokers)
Phone601-206-0006
Address1501 Lakeland Drive
Jackson, MS 39216
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($M)
3002401801206002009201420192025
AUM Breakdown Accounts AUM ($M)
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
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