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Efficient Frontier Advisors LLC

CRD 111895SEC# 801-60450
Export (members)
No longer SEC-registered. Efficient Frontier Advisors LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$419.3M
Employees
3
Accounts
199
Location
—

Efficient Frontier Advisors LLC assets under management

Efficient Frontier Advisors LLC is a registered investment adviser overseen by the SEC. It reports $419.3 million in regulatory assets under management and employs 3 people.
View on SEC.gov ↗

Efficient Frontier Advisors LLC owners & executives

2 reported
NameTitleOwnershipSince
Susan Felice Sharin ControlPrincipal; Partner; Chief Compliance Officer50-75%1998
William James Bernstein ControlPrincipal; Partner50-75%1998

Frequently asked questions

How much does Efficient Frontier Advisors LLC manage?

Efficient Frontier Advisors LLC reports $419.3 million in regulatory assets under management on its Form ADV.

How many employees does Efficient Frontier Advisors LLC have?

Efficient Frontier Advisors LLC reports 3 employees.

Does Efficient Frontier Advisors LLC disclose fund performance?

Efficient Frontier Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Office hoursBy App'T Only
Discloses disciplinary historyNo

Assets under management

Discretionary$419.3M
Non-discretionary$0
Total (RAUM)$419.3M