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| Keyboard |
| EFS Advisors LLC
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|---|---|
| CRD # | 115211 |
| SEC # | 801-62857 |
| CIK # | 0001013890 |
| AUM | 2,402.6 M (2026-03-03) |
| Employees | 59 (88% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 763-689-9023 |
| Address | 1995 East Rum River Drive S Cambridge, MN 55008 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 21,660 | 2.3 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 24 | 0.1 |
| (h) Charitable organizations | 9 | 0.0 |
| (i) State or municipal government entities | 1 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 29,438 | 2.4 |
| By Discretionary | ||
| Discretionary | 28,122 | 2.2 |
| Non-Discretionary | 1,316 | 0.2 |
| Total | 29,438 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 29,438 | 2.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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|
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