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Mary Patricia Morgan

EFFICIENT MARKET ADVISORS, LLC·LA JOLLA, California
Unclaimed Profile
4180 LA JOLLA VILLAGE DRIVE, LA JOLLA, CA 92037CRD# 2247240Firm CRD# 132188
01

About

Mary Patricia Morgan is a registered financial advisor based in LA JOLLA, California, affiliated with EFFICIENT MARKET ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
EFFICIENT MARKET ADVISORS, LLC
EFFICIENT MARKET ADVISORS, LLC
AUM
$808M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at EFFICIENT MARKET ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2247240
Firm CRD# 132188
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mary Patricia Morgan offer?
Mary Patricia Morgan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LA JOLLA, California for a consultation.
What are Mary Patricia Morgan's credentials?
Mary Patricia Morgan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mary Patricia Morgan located?
Mary Patricia Morgan is based in LA JOLLA, California, working with EFFICIENT MARKET ADVISORS, LLC. Their office serves clients in the LA JOLLA metropolitan area and surrounding communities.
How does Mary Patricia Morgan charge for services?
Mary Patricia Morgan's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EFFICIENT MARKET ADVISORS, LLC?
EFFICIENT MARKET ADVISORS, LLC has approximately 2 employees and manages $808M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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