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Vinod Kuruvilla Mathew

EFFICIENT CAPITAL MANAGEMENT LLC·WARRENVILLE, Illinois
Clean recordEFFICIENT CAPITAL MANAGEMENT LLC
4355 WEAVER PARKWAY, WARRENVILLE, IL 60555-4060CRD# 7887735Firm CRD# 287958

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Vinod Kuruvilla Mathew · WARRENVILLE, IL
Registration
CRD #7887735 · EFFICIENT CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Vinod Kuruvilla Mathew 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
View all advisors at EFFICIENT CAPITAL MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: ADVISORY FEES SHARED WITH CERTAIN ADVISORS.
Regulatory
SEC/IARD CRD# 7887735
Firm CRD# 287958
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Vinod Kuruvilla Mathew offer?
Vinod Kuruvilla Mathew specializes in Retirement Planning. Contact their office in WARRENVILLE, Illinois for a consultation.
What are Vinod Kuruvilla Mathew's credentials?
Vinod Kuruvilla Mathew is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Vinod Kuruvilla Mathew located?
Vinod Kuruvilla Mathew 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 Vinod Kuruvilla Mathew charge for services?
Vinod Kuruvilla Mathew'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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Other Advisors at EFFICIENT CAPITAL MANAGEMENT LLC

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Barton Joel Springer
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Chad Richard Martinson
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Curtis W Bradshaw
WARRENVILLE, IL
Donna Marie Allen
WARRENVILLE, IL
Ernest Lee Jaffarian
WARRENVILLE, IL

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Research
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