Efg Asset Management (americas) Corp.

Efg Asset Management (americas) Corp. (CRD# 158905) is a financial advisory firm headquartered in Miami, FL. They manage $1,456,793,850 in 804 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1,457
    MILLION
  • Total Number of Accounts
    804
    ACCOUNTS
  • Average Account Value
    $1,811,933
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
  • Selection of other advisers (including private fund managers)
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, DE, FL, NY

Financial Advisors at Efg Asset Management (americas) Corp.
Showing 1 - 10 of 29 top financial advisors.
1
Hans A. Abate
CRD#: 4563511
701 Brickell Avenue, Suite 1350, Miami, FL 33131

Hans Abate (CRD# 4563511) is an Investment Advisor Representative working at Efg Asset Management (americas) Corp. in Miami, FL and has over 20 years of experience in the finance industry.

2
J Alexander Caldwell
CRD#: 3037894
701 Brickell Avenue, Suite 1350, Miami, FL 33131

J Alexander Caldwell (CRD# 3037894) is an Investment Advisor Representative working at Efg Asset Management (americas) Corp. in Miami, FL and has over 25 years of experience in the finance industry.

3
Jose G. Canas
CRD#: 4078982
701 Brickell Avenue, Suite 1350, Miami, FL 33131

Jose Canas (CRD# 4078982) 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.

4
Lauro D. Cancela
CRD#: 5902710
701 Brickell Avenue, Suite 1350, Miami, FL 33131

Lauro Cancela (CRD# 5902710) is an Investment Advisor Representative working at Efg Asset Management (americas) Corp. in Miami, FL and has over 9 years of experience in the finance industry.

5
Alejandro A. Couttenye
CRD#: 5886716
701 Brickell Avenue, Suite 1350, Miami, FL 33131

Alejandro Couttenye (CRD# 5886716) 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.

6
Fernando M. De Barros
CRD#: 5605186
701 Brickell Avenue, Suite 1350, Miami, FL 33131

Fernando De Barros (CRD# 5605186) is an Investment Advisor Representative working at Efg Asset Management (americas) Corp. in Miami, FL and has over 14 years of experience in the finance industry.

7
Rubens Ferraroni
CRD#: 6576564
701 Brickell Avenue, Suite 1350, Miami, FL 33131

Rubens Ferraroni (CRD# 6576564) is an Investment Advisor Representative working at Efg Asset Management (americas) Corp. in Miami, FL and has over 6 years of experience in the finance industry.

8
Roberto E. Gadala-Maria
CRD#: 4366093
701 Brickell Avenue, Suite 1350, Miami, FL 33131

Roberto Gadala-Maria (CRD# 4366093) is an Investment Advisor Representative working at Efg Asset Management (americas) Corp. in Miami, FL and has over 21 years of experience in the finance industry.

9
Humberto R. Garcia
CRD#: 4179663
701 Brickell Avenue, Suite 1350, Miami, FL 33131

Humberto Garcia (CRD# 4179663) is an Investment Advisor Representative working at Efg Asset Management (americas) Corp. in Miami, FL and has over 14 years of experience in the finance industry.

10
Paulo Lerner
CRD#: 6561125
701 Brickell Avenue, Suite 1350, Miami, FL 33131

Paulo Lerner (CRD# 6561125) is an Investment Advisor Representative working at Efg Asset Management (americas) Corp. in Miami, FL and has over 6 years of experience in the finance industry.

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