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 21 - 30 of 32 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
Daniel Almonacid
CRD#: 7644240
701 Brickell Avenue, Suite 1350, Miami, FL 33131

Daniel Almonacid (CRD# 7644240) 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.

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 4 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 4 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 3 years of experience in the finance industry.

26
Luiz Barros
CRD#: 7681380
701 Brickell Avenue, Suite 1350, Miami, FL 33131

Luiz Barros (CRD# 7681380) 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
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.

28
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.

29
Jose A. Humbert
CRD#: 7855109
701 Brickell Avenue, Suite 1350, Miami, FL 33131

Jose Humbert (CRD# 7855109) 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.

30
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 4 years of experience in the finance industry.

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