$40MM AUM | $340,000 GDC in Los Angeles, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Los Angeles, CA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$40,000,000.00
Gross Revenue
$340,000.00
# of Accounts
328
Avg Client Age
60
Overview

EFC Wealth Management is a financial planning and wealth management firm that blends sophisticated strategies with a wide range of consulting and planning services. Since 2002, EFC Wealth Management has created investment plans tailored to meet the unique objectives of our clients.

We specialize in working with corporate individuals transitioning into retirement, business owners looking to create and implement a custom designed retirement plan, and women investors. Our team of wealth advisors are highly experienced and completely independent. EFC Wealth Management’s investment team actively manages risk as it seeks attractive returns in the world’s financial markets. EFC Wealth Management’s unbiased approach, using a powerful combination of traditional and alternative investments, offers its clients opportunities for growth and capital preservation.

We are looking to expand by buying smaller practice in the Los Angeles County area and possibly Northern California Area.

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