EFM INVESTMENTS & ADVISORY LLC
SEC Form ADV profile.
Total regulatory AUM
$680,035,856
Discretionary
$235,360,879
Non-discretionary
$444,674,977
Firm details
- CRD number
- 339744
- SEC file number
- 801-135239
- Main office
- PORTLAND, OR, United States
- Employees
- 13
- SEC status
- Approved
- Website
- https://efmi.com/
- Fee structure
-
Percentage of AUM Performance-based
As of October 2026.