EFG CAPITAL ADVISORS INC.
Total AUM
$226.3M
Employees
8Clients
128Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
701 BRICKELL AVE STE 1350
MIAMI
FL 33131-2945
United States
MIAMI
FL 33131-2945
United States
Operating Hours
9:00 AM - 5:30 PM
Monday - Friday
Monday - Friday
Phone
305-381-8340
Financials
Total AUM
$226.3M
Accounts
128Discretionary
$94.3M
Accounts
78Non-Discretionary
$132M
Accounts
50
Clients
Individual Clients
128AUM
$226.3M
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
AKCACODCDEFLILMAMDMNMONYTX
Affiliates
Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.