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Steven Howard Vogel

EFG CAPITAL ADVISORS LLC·MIAMI, Florida
Unclaimed Profile
701 BRICKELL AVENUE, MIAMI, FL 33131CRD# 1774691Firm CRD# 145208
01

About

Steven Howard Vogel 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# 1774691
Firm CRD# 145208
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven Howard Vogel offer?
Steven Howard Vogel specializes in Investment Management, Wealth Management. Contact their office in MIAMI, Florida for a consultation.
What are Steven Howard Vogel's credentials?
Steven Howard Vogel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Howard Vogel located?
Steven Howard Vogel 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 Steven Howard Vogel charge for services?
Steven Howard Vogel'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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Other advisors in MIAMI
Edwin Andres Fermin — EFG ASSET MANAGEMENT (AMERICAS) CORP.Lansing Alden Davis — ACCIAL CAPITAL MANAGEMENT LLCJames Richard Malone — BOYNE CAPITAL ADVISORS, LLCKharen A Musaelian — DUALITY ADVISERS, LPMarcelo A Alvarez — EFG CAPITAL ADVISORS LLC
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Research
Advisor Fees in FloridaNational Fee Analysis
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