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
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 11 - 20 of 32 top financial advisors.
11
Jennifer D. Marcelle-James
CRD#: 5559254
701 Brickell Avenue, Suite 1350, Miami, FL 33131

Jennifer Marcelle-James (CRD# 5559254) 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.

12
Kenia Naves Rocha
CRD#: 5629596
701 Brickell Avenue, Suite 1350, Miami, FL 33131

Kenia Naves Rocha (CRD# 5629596) 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.

13
Andres S. Padilla
CRD#: 5630792
701 Brickell Avenue, Suite 1350, Miami, FL 33131

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.

14
Luis E. Piresfernandes
CRD#: 1184739
701 Brickell Avenue, Suite 1350, Miami, FL 33131

Luis Piresfernandes (CRD# 1184739) 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.

15
Luciana F. Ribeiro
CRD#: 6166109
701 Brickell Avenue, Suite 1350, Miami, FL 33131

Luciana Ribeiro (CRD# 6166109) 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.

16
Janet Rodriguez
CRD#: 5768653
701 Brickell Avenue, Suite 1350, Miami, FL 33131

Janet Rodriguez (CRD# 5768653) 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.

17
Maria D. Romero Salvade
CRD#: 4451800
701 Brickell Avenue, Suite 1350, Miami, FL 33131

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.

18
Eric B. Smalley
CRD#: 4775102
701 Brickell Avenue, Suite 1350, Miami, FL 33131

Eric Smalley (CRD# 4775102) 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.

19
Ana C. Toffoli Desouza
CRD#: 5988556
701 Brickell Avenue, Suite 1350, Miami, FL 33131

Ana Toffoli Desouza (CRD# 5988556) is an Investment Advisor Representative working at Efg Asset Management (americas) Corp. in Miami, FL and has over 7 years of experience in the finance industry.

20
Cristina R. Ulvert
CRD#: 5677245
701 Brickell Avenue, Suite 1350, Miami, FL 33131

Cristina Ulvert (CRD# 5677245) 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.

PREV ... 1 2 3 4 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.