EFG Asset Management

Company Profile

EFG Asset Management is an investment advisor in Miami with $1.91 bn assets under management.

Incorporated

Location

Fiscal year end

SEC CIK

IRS number

452742418

SEC advisor number

801-72773

FINRA CRD number

158905

AUM ?

$1.91 bn (as of 19 Aug 22)

Accounts

809 (as of 19 Aug 22)

Employees

9 (4 investment advisory or research)

Address

EFG Asset Management
701 BRICKELL AVE, 9TH FLOOR
MIAMI
FL 33131

Office hours

Monday - Friday, 9AM-5PM

Phone

305-482-8000

Brochures

Owner	Title	From	%Ownership
Efg Asset Management Holding (Singapore) Pte LTD	Parent Company	09/2011	> 75%
Private Financial Holdings Limited	Parent	12/2009	> 75%
Efg European Financial Group LTD	Parent	12/2009	> 75%
European Financial Group Efg (Luxembourg) Sa	Parent	12/2009	> 75%
Efg Bank European Financial Group Sa	Parent	12/2009	25-50%
Efg International Ag	Parent	09/2011	> 75%
Efg Investment and Wealth Solutions Holding Ag	Parent	09/2011	> 75%
Lee, James, Tak Him	Chairman	09/2011	< 5%
Afzal, Mozamil	Director	09/2011	< 5%
Tuesta, Marco, a	Chief Financial Officer	02/2014	< 5%
Cruz, Eduardo, Moliterno Da	Chief Executive Officer, Director	03/2017	< 5%
Mohorovic, Sanjin	Director	06/2021	< 5%
Echevarria, Victor, Manuel	Director	06/2021	< 5%
Walsh, Timothy, Patrick	Chief Operations Officer	03/2022	< 5%
Perich, Jose, Luis	Chief Compliance Officer	08/2022	< 5%