EFFICIENT ADVISORS, LLC

EFFICIENT ADVISORS
3 registered advisors·CRD# 150144
SEC# 801-701103267-613-6250
01

Firm Overview

AUM
$2.4B
Regulatory assets under management
Employees
25
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at EFFICIENT ADVISORS, LLC

3 registered advisors
John T Blood
PHILADELPHIA, Pennsylvania
CFPCFA
Sabrina A Williams
PHILADELPHIA, Pennsylvania
Steve Bradford Miller
PHILADELPHIA, Pennsylvania
05

Office Locations

PHILADELPHIA, Pennsylvania
3 advisors

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Data sourced from SEC Form ADV filings. EFFICIENT ADVISORS, LLC (CRD# 150144) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.