Efficient Frontier Advisors

Finance · Connecticut, United States · 51-200 Employees

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Overview

Headquarters

PO Box 237, Eastford, Connecticut, 06242...

Phone Number

(860) 974-0888

Revenue

$32.2 Million

Industry

Finance Securities Trading

About Efficient Frontier Advisors

Efficient Frontier Advisors LLC is a boutique investment-advisory firm, providing ongoing portfolio management for an intentionally limited number of clients. The principals directly handle client portfolios and all aspects of the client relationship. EFA's services are designed for very high-net-worth individuals (minimum portfolio size $25 million) who want to implement an efficient, low-expense asset-class-based strategy. The framework for portfolio implementation is discussed in numerous articles on this Web site and in William Bernstein's books, The Intelligent Asset Allocator, The Four Pillars of Investing, The Investor's Manifesto, and Rational Expectations. Please contact us at the address below if interested and include a telephone number with convenient times to reach you. We ask that individuals also provide their state of residence.Explore more
Efficient Frontier Advisors's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Efficient Frontier Advisors Org Chart

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EW
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Manager, Business

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Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Efficient Frontier Adviso...

$32.2M
51-200
Private
-
2009
EW
Erich WinklerManager, Business
$198.2M
201-500
Private
-
1969
AT
Andrew TuckerManaging Director
$26.4M
51-200
Private
-
1974
SF
Steve FredricksChief Compliance Officer & Chief Legal Officer
$13.9M
51-200
Private
<$5M
1974
SM
Susan MeederChief Administrative Officer
$8.4M
51-200
Private
-
1984
$7.1M
11-50
Private
-
2001
Sandra Kridel, Chief Administrative Officer at Angeles Investment Advisors
Sandra KridelChief Administrative Officer
$5.7M
51-200
Private
-
1986
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Efficient Frontier Advisors Tech Stack

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Frequently Asked Questions Regarding Efficient Frontier Advisors

What is Efficient Frontier Advisors's official website?
Efficient Frontier Advisors's official website is www.efficientfrontier.com
What is Efficient Frontier Advisors's Revenue?
Efficient Frontier Advisors's revenue is $32.2 Million
What is Efficient Frontier Advisors's SIC code?
Efficient Frontier Advisors's SIC: 62,628
What is Efficient Frontier Advisors's NAICS code?
Efficient Frontier Advisors's NAICS: 52,523
How many employees does Efficient Frontier Advisors have?
Efficient Frontier Advisors has 51-200 employees
What industry does Efficient Frontier Advisors belong to?
Efficient Frontier Advisors is in the industry of: Finance, Securities Trading
What is Efficient Frontier Advisors competition?
Efficient Frontier Advisors top competitors include: Appleton Partners, Jennison Associates, Meeder Investment Management, Kayne Anderson Rudnick
What technology does Efficient Frontier Advisors use?
Some of the popular technologies that Efficient Frontier Advisors uses are: Google Universal Analytics, YouTube, Google Global Site Tag, Google Analytics
How do I contact Efficient Frontier Advisors?
Efficient Frontier Advisors contact info: Phone number: (860) 974-0888 Website: www.efficientfrontier.com
What does Efficient Frontier Advisors do?

Efficient Frontier Advisors LLC is a boutique investment-advisory firm, providing ongoing portfolio management for an intentionally limited number of clients. The principals directly handle client portfolios and all aspects of the client relationship. EFA's services are designed for very high-net-worth individuals (minimum portfolio size $25 millio... n) who want to implement an efficient, low-expense asset-class-based strategy. The framework for portfolio implementation is discussed in numerous articles on this Web site and in William Bernstein's books, The Intelligent Asset Allocator, The Four Pillars of Investing, The Investor's Manifesto, and Rational Expectations. Please contact us at the address below if interested and include a telephone number with convenient times to reach you. We ask that individuals also provide their state of residence.Read More

What are Efficient Frontier Advisors social media links?
Efficient Frontier Advisors Linkedin page
Is Efficient Frontier Advisors a public company?
Efficient Frontier Advisors is private company therefore does not currently have an official ticker symbol
See more information about Efficient Frontier Advisors

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