Grace Arkalji is a registered investment advisor at Efg Private Wealth Management (americas) CORP., based in Miami, FL, with 4 years of industry experience. Grace 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.

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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.

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Other Business Activities

Grace is the President/shareholder of MPGA Family Office Investments LLC, managing real estate for the Arkalji family, dedicating about 10-20% of her time. She is also a shareholder in TR507 LLC and Goldfish 18 LLC, family real estate companies, with passive involvement, and a Real Estate Associate at Podium Realty Group Inc.

Employment History
Current Registrations
Efg Private Wealth Management (americas) CORP.
February 2022 - Present · 4 yrs 2 mos
Efg Capital InternationalBroker
January 2022 - Present · 4 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2019 - February 2020 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2019 - February 2020 · 9 mos
State Registrations1 state
FL
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Grace Arkalji - Financial Advisor | TrueAdvisor