EFP ADVISORS INC.
Legal name: EFP ADVISORS
CRD #161249 SEC #801-79242 JACKSON, MS 601-206-0006
SEC Registered
Total AUM
$282.8M
Discretionary
$282.8M
Employees
4
Clients
101
Accounts
1,131
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $282.8M | $282.8M | $0 | 4 | 2 |
| Mar 2023 | $228M | $228M | $0 | 4 | 29 |
| Jan 2023 | $283.5M | $283.5M | $0 | 4 | 33 |
| Mar 2022 | $283.5M | $283.5M | $0 | 5 | 33 |
| Apr 2021 | $237.7M | $237.7M | $0 | 5 | 32 |
| Mar 2021 | $237.7M | $237.7M | $0 | 5 | 32 |
| Jun 2020 | $214.2M | $214.2M | $0 | 5 | 0 |
| May 2020 | $214.2M | $214.2M | $0 | 5 | 0 |
| Mar 2020 | $214.2M | $214.2M | $0 | 5 | 0 |
| Mar 2020 | $214.2M | $214.2M | $0 | 5 | 0 |
| Mar 2019 | $169.8M | $169.8M | $0 | 5 | 30 |
| Aug 2018 | $180.7M | $180.7M | $0 | 5 | 22 |
| Apr 2018 | $180.7M | $180.7M | $0 | 6 | 22 |
| Mar 2018 | $180.7M | $180.7M | $0 | 6 | 22 |
| Sep 2017 | $141.6M | $141.6M | $0 | 6 | 517 |
| Apr 2017 | $141.6M | $141.6M | $0 | 6 | 517 |
| Mar 2017 | $141.6M | $141.6M | $0 | 6 | 517 |
| Apr 2016 | $130M | $130M | $0 | 6 | 500 |
| Mar 2016 | $130M | $130M | $0 | 6 | 500 |
| Jan 2016 | $138.3M | $138.3M | $0 | 6 | 500 |
| Jun 2015 | $138.3M | $138.3M | $0 | 6 | 500 |
| Apr 2015 | $181M | $133M | $48M | 6 | 600 |
| Feb 2015 | $181M | $133M | $48M | 6 | 600 |
| Feb 2014 | $124.3M | $124.3M | $0 | 6 | 26 |
DateMar 2024
Total AUM$282.8M
Discretionary$282.8M
Non-Disc.$0
Employees4
Clients2
DateMar 2023
Total AUM$228M
Discretionary$228M
Non-Disc.$0
Employees4
Clients29
DateJan 2023
Total AUM$283.5M
Discretionary$283.5M
Non-Disc.$0
Employees4
Clients33
DateMar 2022
Total AUM$283.5M
Discretionary$283.5M
Non-Disc.$0
Employees5
Clients33
DateApr 2021
Total AUM$237.7M
Discretionary$237.7M
Non-Disc.$0
Employees5
Clients32
DateMar 2021
Total AUM$237.7M
Discretionary$237.7M
Non-Disc.$0
Employees5
Clients32
DateJun 2020
Total AUM$214.2M
Discretionary$214.2M
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$214.2M
Discretionary$214.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$214.2M
Discretionary$214.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$214.2M
Discretionary$214.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$169.8M
Discretionary$169.8M
Non-Disc.$0
Employees5
Clients30
DateAug 2018
Total AUM$180.7M
Discretionary$180.7M
Non-Disc.$0
Employees5
Clients22
DateApr 2018
Total AUM$180.7M
Discretionary$180.7M
Non-Disc.$0
Employees6
Clients22
DateMar 2018
Total AUM$180.7M
Discretionary$180.7M
Non-Disc.$0
Employees6
Clients22
DateSep 2017
Total AUM$141.6M
Discretionary$141.6M
Non-Disc.$0
Employees6
Clients517
DateApr 2017
Total AUM$141.6M
Discretionary$141.6M
Non-Disc.$0
Employees6
Clients517
DateMar 2017
Total AUM$141.6M
Discretionary$141.6M
Non-Disc.$0
Employees6
Clients517
DateApr 2016
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees6
Clients500
DateMar 2016
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees6
Clients500
DateJan 2016
Total AUM$138.3M
Discretionary$138.3M
Non-Disc.$0
Employees6
Clients500
DateJun 2015
Total AUM$138.3M
Discretionary$138.3M
Non-Disc.$0
Employees6
Clients500
DateApr 2015
Total AUM$181M
Discretionary$133M
Non-Disc.$48M
Employees6
Clients600
DateFeb 2015
Total AUM$181M
Discretionary$133M
Non-Disc.$48M
Employees6
Clients600
DateFeb 2014
Total AUM$124.3M
Discretionary$124.3M
Non-Disc.$0
Employees6
Clients26