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Curtis W Bradshaw

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Curtis W Bradshaw · WARRENVILLE, IL
Registration
CRD #4335340 · EFFICIENT CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
EFFICIENT CAPITAL MANAGEMENT LLC
EFFICIENT CAPITAL MANAGEMENT LLC
AUM
$1.0B
Regulatory assets under management
Employees
28
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: ADVISORY FEES SHARED WITH CERTAIN ADVISORS.
Regulatory
SEC/IARD CRD# 4335340
Firm CRD# 287958
View on FINRA BrokerCheck →

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05

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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