Efficient Market Advisors, LLC (La Jolla)
Efficient Market Advisors, LLC is a large advisory firm based in La Jolla. It manages $808 million of regulatory assets for 1,851 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Arizona, California, Maryland, and Texas.
Efficient Market Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
Efficient Market Advisors: assets under management
The assets under management (AUM) of Efficient Market Advisors, LLC is $808 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 21615% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Efficient Market Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Efficient Market Advisors, LLC
Efficient Market Advisors, LLC is owned by Mary Patricia Morgan. Rebecca Wilson joined the executive team most recently as the Vice President, Chief Compliance Officer & Chief Operating Officer.
Direct owners and executive officers
Based in La Jolla
The principal office where Efficient Market Advisors, LLC performs its advisory services is located at 4180 La Jolla Village Drive, La Jolla, CA 92037, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 858-847-0690 or by fax 858-630-2828. The normal business hours are 7:00am-4:00pm on Monday - Friday. You can find more information about the New York firm at etfmanager.com.
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