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 21 - 29 of 29 top financial advisors.
21
Cecilia Warren
CRD#: 4521462
701 Brickell Avenue, Suite 1350, Miami, FL 33131

Cecilia Warren (CRD# 4521462) 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.

22
David A. Yepez
CRD#: 5712886
701 Brickell Avenue, Suite 1350, Miami, FL 33131

David Yepez (CRD# 5712886) 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.

23
Grace A. Arkalji
CRD#: 7086434
701 Brickell Avenue, Suite 1350, Miami, FL 33131

Grace Arkalji (CRD# 7086434) is an Investment Advisor Representative working at Efg Asset Management (americas) Corp. in Miami, FL and has over 3 years of experience in the finance industry.

24
Hugo A. Baquero Velasquez
CRD#: 5632127
701 Brickell Avenue, Suite 1350, Miami, FL 33131

Hugo Baquero Velasquez (CRD# 5632127) is an Investment Advisor Representative working at Efg Asset Management (americas) Corp. in Miami, FL and has over 3 years of experience in the finance industry.

25
Krystal A. Barcelo
CRD#: 5956773
701 Brickell Avenue, Suite 1350, Miami, FL 33131

Krystal Barcelo (CRD# 5956773) is an Investment Advisor Representative working at Efg Asset Management (americas) Corp. in Miami, FL and has over 2 years of experience in the finance industry.

26
Juan C. Gomez Canales
CRD#: 5696447
701 Brickell Avenue, Suite 1350, Miami, FL 33131

Juan Gomez Canales (CRD# 5696447) 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.

27
Carlos Guzman
CRD#: 1727654
701 Brickell Avenue, Suite 1350, Miami, FL 33131

Carlos Guzman (CRD# 1727654) 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.

28
Paul A. Pestana Valeri
CRD#: 6762692
701 Brickell Avenue, Suite 1350, Miami, FL 33131

Paul Pestana Valeri (CRD# 6762692) is an Investment Advisor Representative working at Efg Asset Management (americas) Corp. in Miami, FL and has over 3 years of experience in the finance industry.

29
Manuel I. Pimentel
CRD#: 7376661
701 Brickell Avenue, Suite 1350, Miami, FL 33131

Manuel Pimentel (CRD# 7376661) 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.

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