CRD: 311458
Efficient Planning Solutions LLC
$1.1M Total AUM
$1.1M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-15-2021
- Office Locations
- 1
Office Locations
-- OAK Park MI
About Efficient Planning Solutions LLC
Efficient Planning Solutions LLC is a boutique retail investment advisory firm based in Oak Park, Michigan. Public filings indicate client portfolios are implemented primarily with ETFs (most SMA assets), with some use of cash and bonds, and an interest in cryptocurrency. The firm is owner-led by Chief Compliance Officer Elisha Eliezer Krohner, and its website is currently parked with no published content.
Team overview
-- AVG AGE
$1.1M AVG AUM / ADVISOR
$178.4K AVG AUM / CLIENT
5.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
E
Elisha Eliezer Krohner
Chief Compliance Officer, Owner
- CRD
- #7307794
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,070,634 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,070,634 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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