Florina Mendez Velez

Efg Asset Management (americas) CORP.

5 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Efg Asset Management (americas) CORP.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

43 advisors

Number of Clients

438 clients

Average Client Portfolio

$4.4M average

Assets Under Management

$1.9B

Fee Structure

Minimum Investment:$250K

Financial Planning:Investment management only

Location

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

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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.

Employment History

Current Registrations

Efg Asset Management (americas) CORP.

January 2025 - Present · 1 yr 1 mo

Efg Capital InternationalBroker

January 2024 - Present · 2 yrs 1 mo

Previous Registrations

Goldman Sachs & CO. LLCBroker

August 2017 - March 2021 · 3 yrs 7 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.