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Building 2EFG CAPITAL ADVISORS INC.

Map pinMIAMI, FL
Phone305-381-8340
NotebookSEC #801-32497
Total AUM
$226.3M
Employees
8
Clients
128

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
701 BRICKELL AVE STE 1350
MIAMI
FL 33131-2945
United States
Operating Hours
9:00 AM - 5:30 PM
Monday - Friday
Phone
305-381-8340

ReceiptFinancials

Total AUM
$226.3M
Accounts
128
Discretionary
$94.3M
Accounts
78
Non-Discretionary
$132M
Accounts
50

ContactClients

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Individual Clients
128
AUM
$226.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AKCACODCDEFLILMAMDMNMONYTX

HandshakeAffiliates

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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