EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP.
SEC Form ADV profile.
Total regulatory AUM
$2,301,686,106
Discretionary
$1,947,593,298
Non-discretionary
$354,092,808
Firm details
- CRD number
- 158905
- SEC file number
- 801-72773
- Main office
- MIAMI, FL, United States
- Employees
- 56
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.