EFFICIENT CAPITAL MANAGEMENT LLC

4355 Weaver Parkway
Suite 200
Warrenville, Illinois 60555-4060
Tel: 630-657-6800

About EFFICIENT CAPITAL MANAGEMENT LLC

EFFICIENT CAPITAL MANAGEMENT LLC, formally registered with the SEC as EFFICIENT CAPITAL MANAGEMENT LLC. The firm was established in 10/05/2017. They have over 1 offices throughout the country.

EFFICIENT CAPITAL MANAGEMENT LLC is a Warrenville, Illinois based Financial Planning firm with nearly $1,004,486,042 assets under management, offering retirement planning & investment advisory services to 21 clients. The firm is staffed with 28 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	287958
SEC#	801-111824
Assets Managed by Firm	$1,004,486,042
No. of Clients	21
No. of Advisors	28

Fee Structure

A percentage of AUM
Performance Based
Other (ADVISORY FEES SHARED WITH CERTAIN ADVISORS.)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	21	$1,004,486,042

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