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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 23, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GONSALVES, VICTOR, ANTHONY | I | CEO & CHIEF COMPLIANCE OFFICER/ MANAGING MEMBER | E | Control |
| GONSALVES, VICTOR, ANTHONY | I | CEO | E | Control |
| GONSALVES, VICTOR, ANTHONY | I | CEO & CHIEF COMPLIANCE OFFICER/ MANAGING MEMBER | E | Control |
| GONSALVES, VICTOR, ANTHONY | I | CEO & CC0/ MANAGING MEMBER | E | Control |
| GONSALVES, VICTOR, ANTHONY | I | CEO | E | Control |
| GONSALVES, VICTOR, ANTHONY | I | CEO | E | Control |
Registrations
Federal
IA
Jan 23, 2007 REGISTERED
Address
1380 LEAD HILL BLVD.SUITE 106
ROSEVILLE, CA 95661
USA
Phone: 916-780-1040