Efs Associates

Efs Associates (CRD# 127643) is a financial advisory firm headquartered in San Rafael, CA. They manage $53,025,060 in 32 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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.


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

Timothy Nelson (CRD# 5224031) is an Investment Advisor Representative working at Efs Associates in San Rafael, CA and has over 10 years of experience in the finance industry.

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