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EFS ASSET MANAGEMENT LLC
CRD 106184 · SEC 801-37873
2608 HIBERNIA ST., SUITE 104, DALLAS, TX, 75204, United States
Phone
214-550-0914
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$70.0M
Discretionary AUM
$70.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-16
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 32 | $70.0M |
States served
TX
Official SEC filing: View on IAPD