EFG ASSET MANAGEMENT (NORTH AMERICA) CORP

1211 Sw 5th Ave Suite 2840
Portland, Oregon 97204
Tel: 503-889-5210

About EFG ASSET MANAGEMENT (NORTH AMERICA) CORP

EFG ASSET MANAGEMENT (NORTH AMERICA) CORP, formally registered with the SEC as EFG ASSET MANAGEMENT (NORTH AMERICA) CORP. The firm was established in 03/22/2021. They have over 1 offices throughout the country.

EFG ASSET MANAGEMENT (NORTH AMERICA) CORP is a Portland, Oregon based Financial Planning firm with nearly $533,049,638 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	313103
SEC#	801-120586
Assets Managed by Firm	$533,049,638
No. of Clients	4
No. of Advisors	8

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$533,049,638

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