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).
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Total Assets Under Management1,512MILLION
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Total Number of Accounts714ACCOUNTS
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Average Account Value$2,117,488
- 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
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.
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.
Cecilia Warren (CRD# 4521462) 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.
Scott Weyman (CRD# 4494116) is an Investment Advisor Representative working at Efg Asset Management (americas) Corp. in Miami, FL and has over 22 years of experience in the finance industry.
Andres Aguero (CRD# 7230855) 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.
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.
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.
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.
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.
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.