Unclaimed Profile

Jose Luis Perich

EFG ASSET MANAGEMENT (AMERICAS) CORP.·MIAMI, Florida

EFG ASSET MANAGEMENT (AMERICAS) CORP.

701 BRICKELL AVENUE, MIAMI, FL 33131CRD# 1309507Firm CRD# 158905

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jose Luis Perich · MIAMI, FL

Registration

CRD #1309507 · EFG ASSET MANAGEMENT (AMERICAS) CORP.

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

About

Jose Luis Perich 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.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

EFG ASSET MANAGEMENT (AMERICAS) CORP.

AUM

$1.5B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 1309507

Firm CRD# 158905

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jose Luis Perich offer?

Jose Luis Perich specializes in Investment Management, Wealth Management. Contact their office in MIAMI, Florida for a consultation.

What are Jose Luis Perich's credentials?

Jose Luis Perich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jose Luis Perich located?

Jose Luis Perich 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 Jose Luis Perich charge for services?

Jose Luis Perich'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.

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