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).
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Total Assets Under Management1,457MILLION
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Total Number of Accounts804ACCOUNTS
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Average Account Value$1,811,933
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
CA, DE, FL, NY
Jennifer Marcelle-James (CRD# 5559254) 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.
Kenia Naves Rocha (CRD# 5629596) 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.
Andres Padilla (CRD# 5630792) is an Investment Advisor Representative working at Efg Asset Management (americas) Corp. in Miami, FL and has over 11 years of experience in the finance industry.
Luis Piresfernandes (CRD# 1184739) 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.
Luciana Ribeiro (CRD# 6166109) 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.
Janet Rodriguez (CRD# 5768653) 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.
Maria Romero Salvade (CRD# 4451800) is an Investment Advisor Representative working at Efg Asset Management (americas) Corp. in Miami, FL and has over 11 years of experience in the finance industry.
Eric Smalley (CRD# 4775102) 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.
Ana Toffoli Desouza (CRD# 5988556) 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.
Cristina Ulvert (CRD# 5677245) is an Investment Advisor Representative working at Efg Asset Management (americas) Corp. in Miami, FL and has over 13 years of experience in the finance industry.