Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
208804041
SEC advisor number
801-99351
FINRA CRD number
134242
AUM ?
$374.51 mm
(as of 13 Oct 19)
Accounts
211
(as of 13 Oct 19)
Employees
11
(6 investment advisory or research)
Address
Efficient Wealth Management
2829 TECHNOLOGY FOREST BLVD #300
THE WOODLANDS
TX 77381
2829 TECHNOLOGY FOREST BLVD #300
THE WOODLANDS
TX 77381
Phone
2815281200
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
26 Jan 24
13F-HR
Quarterly holdings report by institutional manager
20 Oct 23
13F-HR
Quarterly holdings report by institutional manager
14 Jul 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR
Quarterly holdings report by institutional manager
30 Jan 23
13F-HR
Quarterly holdings report by institutional manager
31 Oct 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22
13F-HR
Quarterly holdings report by institutional manager
26 Jan 22
13F-HR
Quarterly holdings report by institutional manager
1 Nov 21