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EFC Wealth Management Logo
EFC Wealth Management CB Rank
1718281
Heat Score
58
EFC Wealth Management provides retirement income strategies, investments, life insurance, estate planning and IRA legacy planning services.
Founded
obfuscation
Private Los Angeles, California, United States11-50 efcwealthmanagement.com/
Finance
Financial Services
Life Insurance
Retirement
Wealth Management
Overview

EFC Wealth Management
Heat Score
58

Growth Score
pts
in past quarter
Heat Score 58
-9 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About EFC Wealth Management

CB Rank
1718281
EFC Wealth Management provides retirement income strategies, investments, life insurance, estate planning and IRA legacy planning services.
Founded
obfuscation
Private Los Angeles, California, United States11-50 efcwealthmanagement.com/
Finance
Financial Services
Life Insurance
Retirement
Wealth Management

Details

Legal Name EFC Wealth Group, Inc.
Also Known As EFC
Operating Status Active
Company Type For Profit
Phone Number +1-310-645-0001
Contact Email info@efcwealthmanagement.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Income Strategies
Services that help clients plan and manage income streams for their retirement years to ensure financial stability.
Investment Management
Management of clients' investment portfolios to align with their financial goals and risk tolerance.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 3
News
Technology
View Tech Report

Monthly Web Visits

290

IT Spend

$82.5KThis year, EFC Wealth Management is projected to spend $82.5K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Microsoft (MSFT) Logo
Microsoft (MSFT)
66

Active Website Tech Count

9EFC Wealth Management is actively using 9 technologies for its website, according to BuiltWith. These include DNSSEC, IPv6, and  Pound Sterling.

Total IP

1EFC Wealth Management has 1 registered trademark in the 'Education; entertainment' class, according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is EFC Wealth Management's headquarters? EFC Wealth Management is located in Los Angeles, California, United States.Who are EFC Wealth Management's competitors? Alternatives and possible competitors to EFC Wealth Management may include Charles Schwab, LPL Financial, and  Fidelity Investments.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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