About Efficient Market Advisors
Efficient Market Advisors is a Financial Services company based in San Diego (United States) founded in 2004, and was acquired by Cantor Fitzgerald in March 2017. Investment management services focused on ETFs are provided. Efficient Market Advisors offers products and services including Managed ETF Portfolios and ESG ETF Strategies. Its focus areas include Asset Management and Diversified. Its legal entity is Cantor Fitzgerald Investment Advisors L.P. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Efficient Market Advisors was founded in 2004 as an investment management firm specializing in ETFs. Operations are based in San Diego, United States, where portfolio strategies centered on exchange-traded funds are developed and managed. Services include advisory support for efficient market investments, overseen by Managing Director Herb Morgan. The firm maintains a domain at efficient-portfolios.com for client resources and information.
- Headquarters San Diego, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website efficient-portfolios.com
- Social LinkedIn
- Acquired by Cantor Fitzgerald (Mar 2017)
- Legal Name Cantor Fitzgerald Investment Advisors L.P.
- Investors
- Acquired byCantor Fitzgerald
(Mar 2017)
Products & Services of Efficient Market Advisors
Efficient Market Advisors offers a comprehensive portfolio of products and services, including Managed ETF Portfolios and ESG ETF Strategies.
Portfolios using ETFs for diversified asset exposure and wealth growth.
ETFs incorporating environmental, social, and governance factors for balanced returns.
Investors in Efficient Market Advisors
Efficient Market Advisors has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Cantor.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Merger and acquisitions advisory services are provided to corporate clients. | 1945 | cantor.com | New York, United States |
Investor details for Efficient Market Advisors
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People of Efficient Market Advisors
1 people are tracked at Efficient Market Advisors (1 in leadership).
| Name | Role | Group |
|---|---|---|
Herb Morgan | Managing Director | Leadership |
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Timeline of Efficient Market Advisors
2 dated milestones of Efficient Market Advisors across 13 years, from founding to its latest funding, stage changes and deals.
- Founded Efficient Market Advisors is founded.
- Exit Acquired by Cantor Fitzgerald.
Competitors of Efficient Market Advisors
Efficient Market Advisors has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Efficient Market Advisors
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Top companies in Asset Management
3 companies that operate in the same segment as Efficient Market Advisors (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Efficient Market Advisors
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Frequently Asked Questions about Efficient Market Advisors
Efficient Market Advisors was founded in 2004.
Efficient Market Advisors is headquartered in San Diego, United States. It is registered at San Diego, California, United States.
Efficient Market Advisors was founded in 2004 as an investment management firm specializing in ETFs. Operations are based in San Diego, United States, where portfolio strategies centered on exchange-traded funds are developed and managed. Services include advisory support for efficient market investments, overseen by Managing Director Herb Morgan. The firm maintains a domain at efficient-portfolios.com for client resources and information.
Efficient Market Advisors's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Efficient Market Advisors offers Managed ETF Portfolios and ESG ETF Strategies.
Efficient Market Advisors has 1 investor. Key investors include Cantor.
Efficient Market Advisors operates through Cantor Fitzgerald Investment Advisors L.P..
Yes. Efficient Market Advisors was acquired by Cantor Fitzgerald in March 2017.