Unclaimed Profile

Donna Marie Allen

EFFICIENT CAPITAL MANAGEMENT LLC·WARRENVILLE, Illinois

Clean recordEFFICIENT CAPITAL MANAGEMENT LLC

4355 WEAVER PARKWAY, WARRENVILLE, IL 60555-4060CRD# 1206173Firm CRD# 287958

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Donna Marie Allen · WARRENVILLE, IL

Registration

CRD #1206173 · EFFICIENT CAPITAL MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Donna Marie Allen 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.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

EFFICIENT CAPITAL MANAGEMENT LLC

AUM

$1.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at EFFICIENT CAPITAL MANAGEMENT LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Other: ADVISORY FEES SHARED WITH CERTAIN ADVISORS.

Regulatory

SEC/IARD CRD# 1206173

Firm CRD# 287958

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Donna Marie Allen offer?

Donna Marie Allen specializes in Retirement Planning. Contact their office in WARRENVILLE, Illinois for a consultation.

What are Donna Marie Allen's credentials?

Donna Marie Allen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donna Marie Allen located?

Donna Marie Allen 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 Donna Marie Allen charge for services?

Donna Marie Allen'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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