EFS Asset Management LLC
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 106184
- Registered since
- December 7, 1990
- Website
- www.fivekeysus.com
- Custodians
- J.P. MORGAN SECURITIES INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
EFS Asset Management LLC is an independent registered investment adviser formed in 1990 and organized as an LLC. The firm is owned by an individual and focuses on portfolio management for individuals and small businesses, charging fees as a percentage of assets under management. Its client base is primarily individual and family households rather than institutions. The firm does not describe itself as an active ESG investor, is not a multistate adviser, and does not act as a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- State & Local Bonds45%
- US Government Bonds20%
- Investment Grade Corp Bonds15%
- Exchange Traded Equities10%
- Other5%
Owners & executives
1 of 1
Edward Sullivan
President, Chief Investment OfficerCRD 4351128
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 2608 Hibernia St
- Time zone
- CT (UTC-6)
- Office locations
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