Efficient Advisors LLC
Legal Name: EFFICIENT ADVISORS, LLC
Full Contact Details
Other Info
Efficient Advisors LLC is legally known as EFFICIENT ADVISORS, LLC. It is a PA Limited Liability Company. This firm has 21 employees, of which 15 are employees in advisory roles. It serves 2904 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of May 1, 2009.
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%