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EFINANCIAL ALLIANCE, LLC
CRD 161352 · SEC 801-127547
840 CRESCENT CENTRE DR., SUITE 600, FRANKLIN, TN, 37067, United States
Phone
615-224-8534
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$291.9M
Discretionary AUM
$291.9M
Team
5 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 123 | $247.1M |
| High net worth individuals | 85 | $42.5M |
| Charitable organizations | 4 | $2.3M |
States served
TN, TX
All web addresses on file
Official SEC filing: View on IAPD