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EFS ADVISORS
EFS ADVISORS LLC
CRD 115211 · SEC 801-62857
1995 EAST RUM RIVER DRIVE S, CAMBRIDGE, MN, 55008, United States
Phone
763-689-9023
Fax
763-689-3742
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.40B
Discretionary AUM
$2.20B
Team
59 total employees; 52 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21660 | $2.33B |
| Pension/profit sharing plans | 24 | $59.8M |
| Charitable organizations | 9 | $1.1M |
| State/municipal entities | 1 | $127K |
| Insurance companies | 1 | $4.7M |
| Corporations/business entities | 6 | $3.4M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD