Efficient Advisors LLC
Legal Name: EFFICIENT ADVISORS, LLC
Full Contact Details
Efficient Advisors LLC
1801 MARKET STREET, SUITE 1010, PHILADELPHIA, PA
267-613-6250
267-613-6259
Other Info
Efficient Advisors LLC, also known as EFFICIENT ADVISORS, LLC, is a successful limited liability company in Pennsylvania with 21 employees and 15 of them in advisory roles. With a client base of 2904, their SEC registration status is listed as Approved since May 1, 2009, making them a reputable financial firm.
Efficient Advisors - Smart Investing Simplified CONTACT US Find an Advisor Login Toll Free: 888-320-6250 | Local: 267-613-6250 [email protected] About Us Our History How We Invest Working WIth Us Smart 401k SMART INVESTING SIMPLIFIED® We are aligned with like-minded financi…
Direct Owners
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FIDUCIARY SERVICES GROUP, LLC
SOLE MEMBER owns 75% or more
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GERRIT ANDREW FEDELE
CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER owns less than 5%
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JOSEPH SCOTT BILLUPS
CHIEF FINANCIAL OFFICER owns less than 5%
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JAMES RUSSELL HADAWAY
CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
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FSG PARTNERS, LLC
MEMBER owns more than 50% but less than 75%
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LLR EQUITY PARTNERS V, L.P.
MEMBER owns more than 25% but less than 50%
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MARK BRUCE KLEIN
MEMBER owns more than 50% but less than 75%