CRD: 106184
EFS Asset Management LLC
Dallas, TX, 75204
2145500914
$70.0M Total AUM
$70.0M Disc. AUM
-27.6% 3Y CAGR
1 Employees
32 ADV. Clients
35 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-07-1990
- Office Locations
- 1
Office Locations
2608 Hibernia St. Suite 104 Dallas TX
About EFS Asset Management LLC
EFS Asset Management LLC is a Dallas-based RIA. The firm has been operating for 35 years. Managing $70.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and JP Morgan. Services offered include Asset Management.
Team overview
54 AVG AGE
$70.0M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
1.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
35yrs Firm Age
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Client Personas
Prime
Investment Vehicles
Ridge
Services
Vital
Owner & Executives
E
EDWARD FRANKLIN SULLIVAN JR.
Chief Compliance Officer, FOUNDER, President
- CRD
- #4351128
- Ownership
- 75% or more
(863) 363-4281
catalyst.alpha@alphacapital.com
in linkedin.com/in/quantum-pioneer
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $70,001,256 | $1,296,320 |
| Non-Discretionary | $0 | -- |
| Total | $70,001,256 | $1,296,320 |
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Separately Managed Accounts
Total SMA Asset: $70,001,256
Municipal Bonds:
16.5% U.S. Government/Agency:
5.8% Corporate - Investment Grade:
12.6% Equity - Exchange:
19.1% Other:
17.2% Corporate - Non-Investment Grade:
7.4% Cash:
21.4% | Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | $1,028,049,682 | 16.5% |
| U.S. Government/Agency | $361,375,040 | 5.8% |
| Corporate - Investment Grade | $785,056,121 | 12.6% |
| Equity - Exchange | $1,190,045,389 | 19.1% |
| Other | $1,071,663,911 | 17.2% |
| Corporate - Non-Investment Grade | $461,064,706 | 7.4% |
| Cash | $1,333,349,284 | 21.4% |
| Total | $6,230,604,133 | 100.0% |