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Marcelo A Alvarez

EFG CAPITAL ADVISORS LLC·MIAMI, Florida
Unclaimed Profile
701 BRICKELL AVENUE, MIAMI, FL 33131CRD# 2812588Firm CRD# 145208
01

About

Marcelo A Alvarez is a registered financial advisor based in MIAMI, Florida, affiliated with EFG CAPITAL ADVISORS LLC. 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 CAPITAL ADVISORS LLC
EFG CAPITAL ADVISORS LLC
AUM
$48M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at EFG CAPITAL ADVISORS LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2812588
Firm CRD# 145208
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Marcelo A Alvarez offer?
Marcelo A Alvarez specializes in Investment Management, Wealth Management. Contact their office in MIAMI, Florida for a consultation.
What are Marcelo A Alvarez's credentials?
Marcelo A Alvarez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marcelo A Alvarez located?
Marcelo A Alvarez is based in MIAMI, Florida, working with EFG CAPITAL ADVISORS LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Marcelo A Alvarez charge for services?
Marcelo A Alvarez's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EFG CAPITAL ADVISORS LLC?
EFG CAPITAL ADVISORS LLC has approximately 5 employees and manages $48M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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