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Building 2EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP.

Map pinMIAMI, FL
Phone305-482-8000
NotebookSEC #801-72773
Total AUM
$2.3B
Employees
56
Clients
481

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
701 BRICKELL AVENUE
SUITE 1310
MIAMI
FL 33131
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
305-482-8000
Other Offices
1

ReceiptFinancials

Total AUM
$2.3B
Accounts
696
Discretionary
$1.9B
Accounts
688
Non-Discretionary
$354.1M
Accounts
8

ContactClients

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Individual Clients
103
AUM
$77.6M
HNW Individual Clients
205
AUM
$735.5M
Banking Clients
1
AUM
$371.5M
Charitable Organization Clients
1
AUM
$9.8M
Corporation or Business Clients
170
AUM
$1.1B
Other Clients
1
AUM
$1.5M
Description of Other Clients
HOLDING COMPANY, FOUNDATION

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CADEFLILNYTX

HandshakeAffiliates

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Affiliates
Reported 15 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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