EFFICIENT PORTFOLIO CONSULTANTS, LLC
CRD #126721 SEC #801-62482 ROSEVILLE, CA 916-780-1040
SEC Registered
Total AUM
$253.9K
Discretionary
$0
Employees
5
Clients
10
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2010 | $15K | $0 | $15K | 5 | -- |
| Jan 2007 | $253.9K | $0 | $253.9K | 5 | -- |
| Dec 2005 | $573.1K | $0 | $573.1K | 5 | -- |
| Jan 2005 | $573.1K | $0 | $573.1K | 5 | -- |
| Mar 2004 | $480K | $0 | $480K | 5 | -- |
| Oct 2003 | $445K | $0 | $445K | 5 | -- |
DateJan 2010
Total AUM$15K
Discretionary$0
Non-Disc.$15K
Employees5
Clients--
DateJan 2007
Total AUM$253.9K
Discretionary$0
Non-Disc.$253.9K
Employees5
Clients--
DateDec 2005
Total AUM$573.1K
Discretionary$0
Non-Disc.$573.1K
Employees5
Clients--
DateJan 2005
Total AUM$573.1K
Discretionary$0
Non-Disc.$573.1K
Employees5
Clients--
DateMar 2004
Total AUM$480K
Discretionary$0
Non-Disc.$480K
Employees5
Clients--
DateOct 2003
Total AUM$445K
Discretionary$0
Non-Disc.$445K
Employees5
Clients--