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Curtis W Bradshaw

EFFICIENT CAPITAL MANAGEMENT LLC·WARRENVILLE, Illinois
Unclaimed Profile
4355 WEAVER PARKWAY, WARRENVILLE, IL 60555-4060CRD# 4335340Firm CRD# 287958
01

About

Curtis W Bradshaw is a registered financial advisor based in WARRENVILLE, Illinois, affiliated with EFFICIENT CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
EFFICIENT CAPITAL MANAGEMENT LLC
EFFICIENT CAPITAL MANAGEMENT LLC
AUM
$1.0B
Regulatory assets under management
Employees
28
Total firm employees
View all advisors at EFFICIENT CAPITAL MANAGEMENT LLC →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Other: ADVISORY FEES SHARED WITH CERTAIN ADVISORS.
Regulatory
SEC/IARD CRD# 4335340
Firm CRD# 287958
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Curtis W Bradshaw offer?
Curtis W Bradshaw specializes in Retirement Planning. Contact their office in WARRENVILLE, Illinois for a consultation.
What are Curtis W Bradshaw's credentials?
Curtis W Bradshaw is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Curtis W Bradshaw located?
Curtis W Bradshaw is based in WARRENVILLE, Illinois, working with EFFICIENT CAPITAL MANAGEMENT LLC. Their office serves clients in the WARRENVILLE metropolitan area and surrounding communities.
How does Curtis W Bradshaw charge for services?
Curtis W Bradshaw's firm is compensated through percentage of aum, performance-based fees, other: advisory fees shared with certain advisors.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EFFICIENT CAPITAL MANAGEMENT LLC?
EFFICIENT CAPITAL MANAGEMENT LLC has approximately 28 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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