Efficient Frontier Advisors LLC

Efficient Frontier Advisors LLC (CRD# 111895) is a financial advisory firm headquartered in Eastford, CT. They manage $367,662,420 in 217 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
Po Box 237, Eastford, CT 06242
http://www.efficientfrontier.com
By the Numbers
  • Total Assets Under Management
    368
    MILLION
  • Total Number of Accounts
    217
    ACCOUNTS
  • Average Account Value
    $1,694,297
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, OR, TX

Financial Advisors at Efficient Frontier Advisors LLC
Showing 1 - 3 of 3 top financial advisors.
1
William Bernstein, financial advisor Portland OR
William J. Bernstein
CRD#: 3126233
Portland, OR

William Bernstein (CRD# 3126233) is an Investment Advisor Representative working at Efficient Frontier Advisors LLC in Portland, OR and has over 22 years of experience in the finance industry.

2
Donna Gagnon, financial advisor Eastford CT
Donna M. Gagnon
CRD#: 6392740
Eastford, CT

Donna Gagnon (CRD# 6392740) is an Investment Advisor Representative working at Efficient Frontier Advisors LLC in Eastford, CT and has over 6 years of experience in the finance industry.

3
Susan Sharin, financial advisor San Diego CA
Susan F. Sharin
CRD#: 830234
San Diego, CA

Susan Sharin (CRD# 830234) is an Investment Advisor Representative working at Efficient Frontier Advisors LLC in San Diego, CA and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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