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Building 2EFG ASSET MANAGEMENT (NORTH AMERICA) CORP

Map pinPORTLAND, OR
Phone503-889-5210
NotebookSEC #801-120586
Total AUM
$808.9M
Employees
5
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1211 SW 5TH AVE SUITE 2840
PORTLAND
OR 97204
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
503-889-5210
Other Offices
1

ReceiptFinancials

Total AUM
$808.9M
Accounts
15
Discretionary
$806.1M
Accounts
3
Non-Discretionary
$2.9M
Accounts
12

ContactClients

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Pooled Vehicle Clients
3
AUM
$806.1M
Investment Advisor Clients
1
AUM
$2.9M

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OR

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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