Efs Associates

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).

By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $1,614,529
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
  • Selection of other advisers (including private fund managers)
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

Financial Advisors at Efs Associates
Showing 1 - 2 of 2 top financial advisors.
1
Timothy A. Nelson
CRD#: 5224031
1101 Fifth Avenue, Suite 305, San Rafael, CA 94901
93
Wealthminder
score

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.

2
Thomas W. Vogelheim
CRD#: 1855108
1101 Fifth Avenue, Suite 305, San Rafael, CA 94901
87
Wealthminder
score

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.