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EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP.
CRD 158905 · SEC 801-72773
701 BRICKELL AVENUE, SUITE 1310, MIAMI, FL, 33131, United States
Phone
305-482-8000
Fax
305-482-8200
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.30B
Discretionary AUM
$1.95B
Team
56 total employees; 25 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 103 | $77.6M |
| High net worth individuals | 205 | $735.5M |
| Corporations/business entities | 170 | $1.11B |
States served
CA, DE, IL, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD