Efficient Capital Strategies, LLC
Efficient Capital Strategies, LLC (CRD# 283922) is a financial advisory firm headquartered in Barrington, RI. They manage $5,080,644 in 18 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Efficient Capital Strategies, LLC
By the Numbers
-
Total Assets Under Management5MILLION
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Total Number of Accounts18ACCOUNTS
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Average Account Value$282,258
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, NY, RI
Financial Advisors at Efficient Capital Strategies, LLC
1
Jonathan Kuczmarski (CRD# 4555863) is an Investment Advisor Representative working at Efficient Capital Strategies, LLC in Providence, RI and has over 18 years of experience in the finance industry.
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