Efs Associates (CRD# 127643) is a financial advisory firm headquartered in San Rafael, CA. They manage $48,435,875 in 30 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management48MILLION
Total Number of Accounts30ACCOUNTS
Average Account Value$1,614,529
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Timothy Nelson (CRD# 5224031) is an Investment Advisor Representative working at Efs Associates in San Rafael, CA and has over 11 years of experience in the finance industry.
Thomas Vogelheim (CRD# 1855108) is an Investment Advisor Representative working at Efs Associates in San Rafael, CA and has 1 year of experience in the finance industry.