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EFG ASSET MANAGEMENT (NORTH AMERICA) CORP

CRD 313103 · SEC 801-120586

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1211 SW 5TH AVE SUITE 2840, PORTLAND, OR, 97204, United States

Phone

503-889-5210

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$808.9M

Discretionary AUM

$806.1M

Team

5 total employees; 4 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
Pooled investment vehicles3$806.1M
Other investment advisers1$2.9M

States served

OR

All web addresses on file

Official SEC filing: View on IAPD