Efg Asset Management (americas) Corp.

Efg Asset Management (americas) Corp. (CRD# 158905) is a financial advisory firm headquartered in Miami, FL. They manage $1,511,886,708 in 714 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
701 Brickell Avenue, Suite 1350, Miami, FL 33131
By the Numbers
  • Total Assets Under Management
    1,512
    MILLION
  • Total Number of Accounts
    714
    ACCOUNTS
  • Average Account Value
    $2,117,488
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 31 - 32 of 32 top financial advisors.
31
Manuel Pimentel, financial advisor Miami FL
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 over 2 years of experience in the finance industry.

32
Julia Santos, financial advisor Miami FL
Julia C. Santos
CRD#: 7451499
701 Brickell Avenue, Suite 1350, Miami, FL 33131

Julia Santos (CRD# 7451499) 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.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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