Efg Asset Management (americas) Corp.

Efg Asset Management (americas) Corp. (CRD# 158905) is a financial advisory firm headquartered in Miami, FL. They manage $961,503,412 in 387 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    962
    MILLION
  • Total Number of Accounts
    387
    ACCOUNTS
  • Average Account Value
    $2,484,505
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, DE, FL, IN, MD, NY, OH, OR, PR, SC, TX

Financial Advisors at Efg Asset Management (americas) Corp.
Showing 1 - 10 of 10 top financial advisors.
1
Hans A. Abate
CRD#: 4563511
701 Brickell Avenue, Suite 1350, Miami, FL 33131
93
Wealthminder
score

Hans Abate (CRD# 4563511) is an Investment Advisor Representative working at Efg Asset Management (americas) Corp. in Miami, FL and has over 15 years of experience in the finance industry.

2
Jean-paul Florian
CRD#: 3217246
701 Brickell Avenue, Suite 1350, Miami, FL 33131
93
Wealthminder
score

Jean-paul Florian (CRD# 3217246) is an Investment Advisor Representative working at Efg Asset Management (americas) Corp. in Miami, FL and has over 10 years of experience in the finance industry.

3
Jorge C. Mendieta
CRD#: 4284835
701 Brickell Avenue, Suite 1350, Miami, FL 33131
93
Wealthminder
score

Jorge Mendieta (CRD# 4284835) is an Investment Advisor Representative working at Efg Asset Management (americas) Corp. in Miami, FL and has over 17 years of experience in the finance industry.

4
Jolanta K. Reyhani
CRD#: 4927485
701 Brickell Avenue, Suite 1350, Miami, FL 33131
93
Wealthminder
score

Jolanta Reyhani (CRD# 4927485) is an Investment Advisor Representative working at Efg Asset Management (americas) Corp. in Miami, FL and has over 12 years of experience in the finance industry.

5
David E. Laurens Arazo
CRD#: 5744438
701 Brickell Avenue, Suite 1350, Miami, FL 33131
90
Wealthminder
score

David Laurens Arazo (CRD# 5744438) is an Investment Advisor Representative working at Efg Asset Management (americas) Corp. in Miami, FL and has over 4 years of experience in the finance industry.

6
Rubens Ferraroni
CRD#: 6576564
701 Brickell Avenue, Suite 1350, Miami, FL 33131
88
Wealthminder
score

Rubens Ferraroni (CRD# 6576564) is an Investment Advisor Representative working at Efg Asset Management (americas) Corp. in Miami, FL and has 1 year of experience in the finance industry.

7
Paulo Lerner
CRD#: 6561125
701 Brickell Avenue, Suite 1350, Miami, FL 33131
88
Wealthminder
score

Paulo Lerner (CRD# 6561125) is an Investment Advisor Representative working at Efg Asset Management (americas) Corp. in Miami, FL and has 1 year of experience in the finance industry.

8
Carlos Salzedo Navarro
CRD#: 6313863
701 Brickell Avenue, Suite 1350, Miami, FL 33131
88
Wealthminder
score

Carlos Salzedo Navarro (CRD# 6313863) is an Investment Advisor Representative working at Efg Asset Management (americas) Corp. in Miami, FL and has 1 year of experience in the finance industry.

9
Ana C. Toffoli Desouza
CRD#: 5988556
701 Brickell Avenue, Suite 1350, Miami, FL 33131
88
Wealthminder
score

Ana Toffoli Desouza (CRD# 5988556) is an Investment Advisor Representative working at Efg Asset Management (americas) Corp. in Miami, FL and has 1 year of experience in the finance industry.

10
Nicolle B. Caceres
CRD#: 6061545
Isidora Gayenechea 2800, Of. 2904 Las Condes, Santiago,
78
Wealthminder
score

Nicolle Caceres (CRD# 6061545) is an Investment Advisor Representative working at Efg Asset Management (americas) Corp. in Santiago, and has over 4 years of experience in the finance industry.

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