Hans Abate is a registered investment advisor at Efg Private Wealth Management (americas) CORP., based in Miami, FL, with 23 years of industry experience. Hans 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
46 advisors
IM Fee
Planning only
Assets Under Management
$1.9B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

701 Brickell Avenue, Suite 1310, Miami, FL, 33131

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Hans is the president of JanBran, Inc., a beauty cosmetic distribution company run by his spouse, with passive involvement. He is also the president of Kanusa Inc., a family holding company, spending no time on this activity.

Employment History
Current Registrations
Efg Private Wealth Management (americas) CORP.
August 2012 - Present · 13 yrs 8 mos
Efg Capital InternationalBroker
December 2005 - Present · 20 yrs 4 mos
Previous Registrations
Efg Capital International CORP.
April 2021 - July 2021 · 3 mos
Efg Capital Advisors LLC
February 2008 - August 2012 · 4 yrs 6 mos
Efg Capital International CORP.
January 2006 - February 2008 · 2 yrs 1 mo
Efg Capital International LLC
October 2002 - December 2005 · 3 yrs 2 mos
Efg Capital International LLCBroker
October 2002 - December 2005 · 3 yrs 2 mos
State Registrations2 states
FLNY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Hans Abate - Financial Advisor | TrueAdvisor