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Efficient Advisors, LLC

EST. AUM
$3,082,902,236

CONTACTS
1

CLIENT ACCOUNTS
17,508

Firm Details

Metro area Cincinnati
CRD Number 150144
Website efficientadvisors.com
Client types

Overview

Efficient Advisors, LLC is a turnkey asset management firm and registered investment adviser that provides investment management services to investors primarily through unaffiliated or affiliated financial advisors. Its investment approach is guided by academic research and focuses on building low-cost, globally diversified portfolios designed to capture market rates of return. As described on its site and in its Form ADV, the firm offers model-based asset allocation using exchange-traded funds and mutual funds, along with comprehensive support for advisors. The firm reports partnering with more than 200 financial advisors nationwide and managing about $3 billion in assets.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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