Efficient Frontier Advisors

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Trust Score 97%
Trust Score  info_outline

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.


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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
SEC Filings Forms and Brochures    (CRD # 111895)
State(s) Registered CA, CT, NY, OR, TX

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