EFG ASSET MANAGEMENT (AMERICAS) CORP.

701 Brickell Avenue
Suite 1300
Miami, Florida 33131
Tel: 305-482-8000

About EFG ASSET MANAGEMENT (AMERICAS) CORP.

EFG ASSET MANAGEMENT (AMERICAS) CORP, formally registered with the SEC as EFG ASSET MANAGEMENT (AMERICAS) CORP. The firm was established in 10/03/2011. They have over 1 offices throughout the country.

EFG ASSET MANAGEMENT (AMERICAS) CORP. is a Miami, Florida based Financial Planning firm with nearly $1,511,886,708 assets under management, offering retirement planning & investment advisory services to 714 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	158905
SEC#	801-72773
Assets Managed by Firm	$1,511,886,708
No. of Clients	714
No. of Advisors	11

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	714	$1,511,886,708
Individuals (other than high net worth individuals)	239	$118,123,045
High net worth individuals	186	$573,762,884
Charitable organizations	Fewer than 5 clients	$3,162,281
Corporations or other businesses	285	$815,345,369

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