EFM INVESTMENTS & ADVISORY LLC
CRD #339744 SEC #801-135239 PORTLAND, OR 503-467-0829
SEC Registered Private Funds
Total AUM
$653.2M
Discretionary
$224M
Employees
13
Clients
0
Accounts
9
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $653.2M | $224M | $429.2M | 13 | 0 |
DateDec 2025
Total AUM$653.2M
Discretionary$224M
Non-Disc.$429.2M
Employees13
Clients0