Humberto Garcia
Humberto Garcia is a registered investment advisor at Efg Private Wealth Management (americas) CORP., based in Miami, FL, with 16 years of industry experience. Humberto operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 438 clients with $1.9B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
701 Brickell Avenue, Suite 1310, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Humberto is a managing member of Cantabri Advisors LLC, used for his family's consulting activities since 2008. He spends a few hours per week supervising family consulting in the non-profit sector and advising small, privately held companies.
Employment History
Current Registrations
Efg Private Wealth Management (americas) CORP.
Efg Capital InternationalBroker
Previous Registrations
Efg Capital International CORP.
Mizuho Securities USA LLCBroker
Leumi Investment Services INC.
Leumi Investment Services INC.Broker
Macquarie Capital (USA) INC.Broker
Cmi Capital Market Investment, LLCBroker
UBS Warburg LLCBroker
State Registrations1 state
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