Assets Under Management
$1.9B
Number of Clients
438
Number of Advisors
43
Average Client AUM
$4.4M
AUM per Advisor
$44.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
EFG Asset Management provides investment advisory services, including discretionary and non-discretionary management, focusing on various assets and securities. They offer specialized services like Unified Managed Accounts and Consolidated Wealth Reporting. Strategies are tailored to client objectives and risk profiles. EFG does not have custody of client assets.
701 Brickell Avenue, Suite 1310, Miami, FL, 33131