Efficient Market Investments, LLC
Firm details
- Headquarters
- ,
- CRD number
- 156466
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC, FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals69.23%
- HNWI30.77%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Efficient Market Investments, LLC is an independent, individually owned registered investment adviser organized as an LLC that provides fee-based planning and portfolio management to individuals, families and small-business clients. The firm combines traditional advisory work with accounting services, billing clients through a mix of AUM-based fees, hourly fees, and fixed fees. Advisory activity centers on financial planning and discretionary portfolio management for individual and small-business clients. The firm does not position itself as an ESG investor and is not described as a multi-state or institutional capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Cash & Cash Equivalents15%
- Exchange Traded Equities5%
Contacts
1 of 1Anghel Stoian
Tax PreparerCRD 5737720
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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