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Efs Financial Resources, LLC (Mankato)


Efs Financial Resources, LLC is an adviser based in Mankato. It manages $12.01 million of regulatory assets for 143 client accounts. It has been registered with the SEC as an adviser since 2002.

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Efs Financial Resources provides portfolio management for individuals and small businesses, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Efs Financial Resources: assets under management

The assets under management (AUM) of Efs Financial Resources, LLC is $12.01 million. The firm's AUM has gone down by -59% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $6.13 million in discretionary accounts and $5.88 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $111.44 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $66.85 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Efs Financial Resources, LLC for their services and products based on a percentage of assets under management, hourly charges, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Mankato

The principal office where Efs Financial Resources, LLC performs its advisory services is located at 226 North Broad Street, Mankato, MN 56001 The mailing address of the firm is P.O. Box 3427, Mankato, MN 56001. An additional office of the firm is in Cannon Falls, MN. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 507-625-1778 or by fax 507-625-1779. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.efs-net.com.


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