EFS ASSET MANAGEMENT LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 106184). Regulatory assets under management: $70.0M.
Compensation: % of AUM.
Clients served: High net worth.
Showing 25 of 29 people.
| Name | Role | Location |
|---|---|---|
| Edward Franklin Sullivan | PRESIDENT, FOUNDER, CHIEF COMPLIANCE OFFICER | — |
| MURPHY JEFFREY SCOTT | DIRECTOR, EXEC. VICE PRESIDENT, CHIEF OPERATING OFFICER; VICE PRESIDENT; VICE PRESIDENT, CHIEF OPERATING OFFICER (+1 more) | — |
| EULICH JOHN FREEMAN | DIRECTOR; OWNER OF MERCANTILE; SHAREHOLDER | — |
| BOONE JOHN PHILLIPS | CHAIRMAN; DIRECTOR; PRESIDENT (+1 more) | — |
| MARTINDALE GLORIA EULICH | DIRECTOR; DIRECTOR, VP | — |
| WHEELER TIMOTHY CRAIG | DIRECTOR, PRESIDENT; DIRECTOR, PRESIDENT, SECRETARY; PRESIDENT, ASSISTANT SECRETARY | — |
| STEVENSON JOHN STANLEY | VICE PRESIDENT; VICE PRESIDENT, INVESTMENT DIRECTOR | — |
| MCWILLIAMS JAMES RUSSELL | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, SECRETARY | — |
| WILLIS MICHAEL R | SENIOR VICE PRESIDENT; VICE PRESIDENT | — |
| BOSWELL MICHAEL DALE | TREASURER, ASSISTANT SECRETARY; VICE PRESIDENT | — |
| KENNEDY KEITH WATKINS | DIRECTOR AND VICE PRESIDENT | — |
| WILCOTT CAROLYN | VICE PRESIDENT | — |
| EULICH GLORIA ANN | BENEFICIARY; VICE PRESIDENT | — |
| MARTIN BRAD DARIN | VICE PRESIDENT, CHIEF FINANCIAL OFFICER | — |
| HARASYM STEVEN M | EXECUTIVE VICE PRESIDENT & CHIEF OPERATING OFFICER; PRESIDENT; VICE PRESIDENT, PORTFOLIO MANAGER | — |
| FLINT JOEL CHARLES | DIRECTOR, SENIOR VICE PRESIDENT; VICE PRESIDENT | — |
| WILLIS SARAH EULICH | BENEFICIARY | — |
| BELL DEBRA JANE | BENEFICIARY | — |
| EULICH LINDA ELAINE | BENEFICIARY | — |
| BIBZA CSONGOR | DIRECTOR; TREASURER, ASSISTANT SECRETARY | — |
| STUART JOHN T | DIRECTOR | — |
| Kasik Andrew Mark | VICE PRESIDENT | — |
| KENNEDY MATTHEW RYAN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/SECRETARY; DIRECTOR, CHIEF COMPLIANCE OFFICER (+2 more) | — |
| EULICH GLORIA | DIRECTOR | — |
| EULICH VIRGINIA WALSH | EXECUTRIX OF THE ESTATE OF JOHN FREEMAN EULICH DECEASED/SHAREHOLDER | — |