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CRD#: 333770
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
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Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for EFCG TRANSACTION SERVICES LLC Comes From
Understanding the Statistics for EFCG TRANSACTION SERVICES LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
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HNWI
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Breakdown of Assets Under Management
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HNWI
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MISC
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Employees
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Registered
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
4915 W 31st Ave, Denver, CO 80212
Mailing Address
4915 W 31st Ave, Denver, CO 80212
Firm Size
Small
Phone Number
(212) 752-2203
Established
Delaware since 08/07/2024
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at EFCG TRANSACTION SERVICES LLC
ST
Steven Lee Thornton
RR
CRD#: 4496384
Location:
Pasadena, CA 91101
Company:
THE SPARTAN GROUP
Disclosures:
Experience:
26 years
JB
Jessica Renee Zofnass Barclay
RR
CRD#: 5372543
Location:
Denver, CO
Company:
EFCG TRANSACTION SERVICES LLC
Disclosures:
Experience:
17 years
KZ
Keith Matthew Zukowski
RR
CRD#: 7405976
Location:
Denver, CO
Company:
EFCG TRANSACTION SERVICES LLC
Disclosures:
Experience:
4 years
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