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EFS ADVISORS
1995 East Rum River Drive S
Cambridge, Minnesota 55008
Tel: 763-689-9023
About EFS ADVISORS
EFS ADVISORS, formally registered with the SEC as EFS ADVISORS. The firm was established in 03/11/2004. They have over 25 offices throughout the country.
EFS ADVISORS is a Cambridge, Minnesota based Financial Planning firm with nearly $2,039,082,605 assets under management, offering retirement planning & investment advisory services to 29019 clients. The firm is staffed with 59 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 115211 |
| SEC# | 801-62857 |
| Assets Managed by Firm | $2,039,082,605 |
| No. of Clients | 29019 |
| No. of Advisors | 59 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 29019 | $2,039,082,605 |
| Individuals (other than high net worth individuals) | 20787 | $1,976,330,270 |
| Pension and profit sharing plans | 25 | $54,772,336 |
| Charitable organizations | 7 | $667,910 |
| Corporations or other businesses | 12 | $3,122,826 |
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|---|---|---|---|
| $479,793,782,427 | 2284921 | 13903 | |
| $176,091,949,959 | 88 | 77 | |
| $137,829,756,000 | 3 | 200 | |
| $121,600,874,152 | 69 | 4167 | |
| $85,511,782,543 | 279 | 102 |
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