Unclaimed Profile

Ronald Leslie Davis

EFFICIENT CAPITAL MANAGEMENT LLC·WARRENVILLE, Illinois

Clean recordEFFICIENT CAPITAL MANAGEMENT LLC

4355 WEAVER PARKWAY, WARRENVILLE, IL 60555-4060CRD# 1162672Firm CRD# 287958

Profile Verification

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

Identity

Ronald Leslie Davis · WARRENVILLE, IL

Registration

CRD #1162672 · EFFICIENT CAPITAL MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Ronald Leslie Davis 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# 1162672

Firm CRD# 287958

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Ronald Leslie Davis offer?

Ronald Leslie Davis specializes in Retirement Planning. Contact their office in WARRENVILLE, Illinois for a consultation.

What are Ronald Leslie Davis's credentials?

Ronald Leslie Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ronald Leslie Davis located?

Ronald Leslie Davis 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 Ronald Leslie Davis charge for services?

Ronald Leslie Davis'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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