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Yuliya Efimkin

ALLRISE ASSET MANAGEMENT, LLC·INCLINE VILLAGE, Nevada
Unclaimed Profile
936 SOUTHWOOD BLVD., INCLINE VILLAGE, NV 89451CRD# 6801121Firm CRD# 287748
01

About

Yuliya Efimkin is a registered financial advisor based in INCLINE VILLAGE, Nevada, affiliated with ALLRISE ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
ALLRISE ASSET MANAGEMENT, LLC
ALLRISE ASSET MANAGEMENT, LLC
AUM
Regulatory assets under management
Employees
10
Total firm employees
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6801121
Firm CRD# 287748
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Yuliya Efimkin offer?
Yuliya Efimkin specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in INCLINE VILLAGE, Nevada for a consultation.
What are Yuliya Efimkin's credentials?
Yuliya Efimkin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Yuliya Efimkin located?
Yuliya Efimkin is based in INCLINE VILLAGE, Nevada, working with ALLRISE ASSET MANAGEMENT, LLC. Their office serves clients in the INCLINE VILLAGE metropolitan area and surrounding communities.
How does Yuliya Efimkin charge for services?
Yuliya Efimkin's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALLRISE ASSET MANAGEMENT, LLC?
ALLRISE ASSET MANAGEMENT, LLC has approximately 10 employees. The firm is registered with the SEC as an investment adviser.
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