Efg Capital International Corp. is a large advisory firm based in Miami. It manages $99.73 million of regulatory assets for 35 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Alaska, Arizona, California, and 10 other states.
Efg Capital International Corp provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Efg Capital International Corp. is $99.73 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 159% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Efg Capital International Corp. for their services and products based on a percentage of assets under management, fixed fees, commissions, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Lawrence Damon Howell has been acting as President since 1 Jan 1996. Noemi Carmen Schaefer joined the executive team most recently as the Senior Vice President, Head Of Operations, Chief Compliance Officer.
The principal office where Efg Capital International Corp. performs its advisory services is located at 701 Brickell Ave., Miami, FL 33131, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 305-482-8000 or by fax 305-482-4200. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.efgcapital.com.