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Efinancial Alliance, LLC

● SEC registered since 2023CRD 161352SEC# 801-127547Franklin, TN
Export (members)
Reg. AUM
$225.8M
Employees
4
Accounts
707
Location
Franklin, TN

Efinancial Alliance, LLC assets under management

Efinancial Alliance, LLC is an SEC-registered investment adviser based in Franklin, TN. The firm has been registered since 2023. It reports $225.8 million in regulatory assets under management and employs 4 people.
www.efinancialalliance.comView on SEC.gov ↗

Efinancial Alliance, LLC owners & executives

2 reported
NameTitleOwnershipSince
Destin Michael Tompkins ControlMember25-50%2015
Mitchell Kevin Anderson ControlManaging Member/Chief Compliance OfficerOver 75%2012

Frequently asked questions

How much does Efinancial Alliance, LLC manage?

Efinancial Alliance, LLC reports $225.8 million in regulatory assets under management on its Form ADV.

How many employees does Efinancial Alliance, LLC have?

Efinancial Alliance, LLC reports 4 employees.

Where is Efinancial Alliance, LLC located?

Efinancial Alliance, LLC is based in Franklin, TN and has been SEC-registered since 2023.

Does Efinancial Alliance, LLC disclose fund performance?

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

Contact & registration

Address106 Mission Court, Ste 703, Franklin, TN 37067
Phone615-224-8534
Office hoursBy Appt Only
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$225.8M
Non-discretionary$0
Total (RAUM)$225.8M