Efficient Frontier Advisors LLC
Efficient Frontier Advisors LLC (CRD# 111895) is a financial advisory firm headquartered in Eastford, CT. They manage $401,937,635 in 204 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management402MILLION
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Total Number of Accounts204ACCOUNTS
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Average Account Value$1,970,283
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
CA, CT, OR, TX
William Bernstein (CRD# 3126233) is an Investment Advisor Representative working at Efficient Frontier Advisors LLC in Portland, OR and has over 25 years of experience in the finance industry.
Donna Gagnon (CRD# 6392740) is an Investment Advisor Representative working at Efficient Frontier Advisors LLC in Eastford, CT and has over 9 years of experience in the finance industry.
Susan Sharin (CRD# 830234) is an Investment Advisor Representative working at Efficient Frontier Advisors LLC in San Diego, CA and has over 27 years of experience in the finance industry.