EFINANCIAL ALLIANCE, LLC
CRD #161352 SEC #801-127547 FRANKLIN, TN 615-224-8534
SEC Registered
Total AUM
$225.8M
Discretionary
$225.8M
Employees
4
Clients
101
Accounts
707
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $225.8M | $225.8M | $0 | 4 | 0 |
| Jan 2025 | $196M | $196M | $0 | 6 | 0 |
| Mar 2024 | $196M | $196M | $0 | 6 | 0 |
| May 2023 | $123M | $123M | $0 | 4 | 0 |
| Feb 2023 | $123M | $123M | $0 | 4 | 0 |
DateFeb 2025
Total AUM$225.8M
Discretionary$225.8M
Non-Disc.$0
Employees4
Clients0
DateJan 2025
Total AUM$196M
Discretionary$196M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$196M
Discretionary$196M
Non-Disc.$0
Employees6
Clients0
DateMay 2023
Total AUM$123M
Discretionary$123M
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$123M
Discretionary$123M
Non-Disc.$0
Employees4
Clients0