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David Benton Wescoe

EFFICIENT MARKET ADVISORS, LLC·SAN DIEGO, California
Unclaimed Profile
12555 HIGH BLUFF DRIVE, SAN DIEGO, CA 92130CRD# 4187244Firm CRD# 132188
01

About

David Benton Wescoe is a registered financial advisor based in SAN DIEGO, 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# 4187244
Firm CRD# 132188
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Benton Wescoe offer?
David Benton Wescoe specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.
What are David Benton Wescoe's credentials?
David Benton Wescoe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Benton Wescoe located?
David Benton Wescoe is based in SAN DIEGO, California, working with EFFICIENT MARKET ADVISORS, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.
How does David Benton Wescoe charge for services?
David Benton Wescoe'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)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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