Efs Asset Management LLC
Efs Asset Management LLC is an SEC-registered ria in Dallas, TX with $70.0M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Efs Asset Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106184, SEC 801-37873, data through 2026-06-16.
- AUM (assets under management / regulatory AUM)
- $70.0M (2026-06-16)
- Firm type
- Ria
- Location
- Dallas, TX
- Employees
- 1
- Clients
- 32
- CRD
- 106184
- Ownership
- BELMONT FINANCIAL GROUP, INC.; BFG, INC.; MARTINDALE, GLORIA, EULICH; STEVENSON, JOHN, STANLEY; WILLIS, MICHAEL, R.
How much AUM does Efs Asset Management LLC have?
Efs Asset Management LLC reported $70.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-16).
Who owns Efs Asset Management LLC?
Disclosed owners and executives of Efs Asset Management LLC include BELMONT FINANCIAL GROUP, INC., BFG, INC., MARTINDALE, GLORIA, EULICH, STEVENSON, JOHN, STANLEY, WILLIS, MICHAEL, R.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.