Efficient Frontier Advisors

Is this your firm? Verify your profile


Trust Score 97%
Trust Score  info_outline
business

Efficient Frontier Advisors, federally registered in 2001, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 3 advisors. Efficient Frontier Advisors manages $325.1 million and provides investment advisory services for 47 clients (1:16 advisor/client ratio). This firm does not have a disciplinary history.

Last updated: November 11th, 2019. Data source: SEC filings.

Benefits

info_outline
View More keyboard_arrow_down

Considerations

info_outline
View More keyboard_arrow_down


Download PDF



Firm Information


Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Top Advisor Susan Felice Sharin
Avg Advisor Trust Score 98
Avg Advisor Years Registered 13
Minimum Investment $25,000,000
Average Client Balance $6,916,696
Total AUM $325.1 million
Advisor / Client Ratio 1:16
Headquarters
SEC Filings Forms and Brochures    (CRD # 111895)
State(s) Registered CA, CT, NY, OR, TX


Questions & Answers



Get answers about Efficient Frontier Advisors


Ask a question question_answer