EFC WEALTH MANAGEMENT FIRM LLC

RIASEC Registered

Total AUM

$57.7M

Discretionary

$57.6M

100% of AUM

Avg account

$146K

Accounts

396

Employees

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 312671
Website: www.efcwealthmanagement.com
Custodians: CHARLES SCHWAB & CO., INC., AMERICAN FUNDS & TRUSTS INCORPORATED
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
Client types: Individuals77.57%
HNWI21.87%
Corporations / Businesses0.32%
Pension & Profit Sharing Plans0.24%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

EFC Wealth Management Firm LLC is an independent, individually owned registered investment adviser that serves individuals and family clients. The firm acts as a capital allocator and combines financial planning with portfolio management for individuals and small businesses. Its advisory menu includes pension consulting services, the selection of other advisers, and educational seminars and workshops. Fee arrangements are flexible and include a percentage-of-AUM model as well as hourly, subscription, and fixed-fee options. The firm does not position itself as an active ESG investor and appears to have a single-state focus.