AdvisorOS Directory
Claim Profile
EF

Edwin Andres Fermin

EFG ASSET MANAGEMENT (AMERICAS) CORP.·MIAMI, Florida
Unclaimed Profile
701 BRICKELL AVENUE, MIAMI, FL 33131CRD# 6698795Firm CRD# 158905
01

About

Edwin Andres Fermin is a registered financial advisor based in MIAMI, Florida, affiliated with EFG ASSET MANAGEMENT (AMERICAS) CORP.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
EFG ASSET MANAGEMENT (AMERICAS) CORP.
EFG ASSET MANAGEMENT (AMERICAS) CORP.
AUM
$1.5B
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at EFG ASSET MANAGEMENT (AMERICAS) CORP. →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6698795
Firm CRD# 158905
4 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MIAMI?

Browse all registered financial advisors in MIAMI, Florida or claim this profile if it's yours.

Browse MIAMI AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Edwin Andres Fermin offer?
Edwin Andres Fermin specializes in Investment Management, Wealth Management. Contact their office in MIAMI, Florida for a consultation.
What are Edwin Andres Fermin's credentials?
Edwin Andres Fermin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edwin Andres Fermin located?
Edwin Andres Fermin is based in MIAMI, Florida, working with EFG ASSET MANAGEMENT (AMERICAS) CORP.. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Edwin Andres Fermin charge for services?
Edwin Andres Fermin's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EFG ASSET MANAGEMENT (AMERICAS) CORP.?
EFG ASSET MANAGEMENT (AMERICAS) CORP. has approximately 11 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MIAMI
Lansing Alden Davis — ACCIAL CAPITAL MANAGEMENT LLCJames Richard Malone — BOYNE CAPITAL ADVISORS, LLCKharen A Musaelian — DUALITY ADVISERS, LPRafael Jose Benavente — INTERBOLSA INVESTMENT MANAGEMENT LLCMarcelo A Alvarez — EFG CAPITAL ADVISORS LLC
Nearby cities in Florida
TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)NAPLES (220)
City Guides
TAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile