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Our Vision

Ensuring the legacies of small businesses live on.

Value Estimate
Not for sale

Portfolio Management And Investment Advice in Cambridge, Minnesota

Efs Advisors

Baton Estimate

$5.0M

Estimate withheld

Est. Revenue

Estimate withheld

Est. Cash Flow

30

Employees

About this business

EFS Advisors is a fee-based portfolio management and investment advisory firm in Cambridge, Minnesota, serving both individual and institutional clients. Founded in 1998, the firm manages assets for clients and employs around 30 advisors. Some advisors are licensed to sell insurance and investment products, and the firm operates under a fiduciary duty to act in clients' best interests.

There are 3,100 qualified buyers currently in our network actively seeking businesses like this*

*Current number of buyers on Baton looking for businesses within this location, industry, cashflow and revenue.

How this business ranks

Ranked within its competitive set — the local and regional portfolio management and investment advice businesses it competes with. Rankings are based on Baton's revenue and cash-flow estimates for this business.

Overall rank in its competitive set

#29

of 58 businesses

Top 50%

Across its local and regional competition in portfolio management and investment advice , scored on revenue and reputation.

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