EFG Private Wealth Management (Americas) Corp.
MIAMI, FL · CIK 1598340 · 13F filing filed 2026-08-14
SEC-registered investment adviser since 2011 · corporation
- Assets managed$2.3bn
- Staff56 · 25 in investment roles
- Main clients (by assets)Companies 48%, High net worth individuals 32%, Banks 16%
- Websiteefginternational.com
- Form ADV · 2026-03-31SEC adviser record
- Kindinstitutions, FCA fund manager, bank or insurer
- Others nearbyMiami, FL, Portland, OR, Luxembourg, Zürich, Oakland, CA, London
- FamilyEFG International AG · 6 related pages · largest: EFG International AG
For Q2 2026 this manager filed a 13F notice: its holdings were reported by another manager.