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EFFICIENT CAPITAL STRATEGIES, LLC
CRD 283922
310 MAPLE AVE., BARRINGTON, RI, 02806, United States
Phone
401-410-0202
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$11.6M
Discretionary AUM
$11.6M
Team
1 total employees; 1 advisory reps; 10 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $1.7M |
| High net worth individuals | 4 | $9.9M |
All web addresses on file
Official SEC filing: View on IAPD