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Donald Joseph Klotter

EFG ASSET MANAGEMENT (NORTH AMERICA) CORP·PORTLAND, Oregon
Clean recordEFG ASSET MANAGEMENT (NORTH AMERICA) CORP
1211 SW 5TH AVE SUITE 2840, PORTLAND, OR 97204CRD# 2787002Firm CRD# 313103

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donald Joseph Klotter · PORTLAND, OR
Registration
CRD #2787002 · EFG ASSET MANAGEMENT (NORTH AMERICA) CORP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Donald Joseph Klotter is a registered financial advisor based in PORTLAND, Oregon, affiliated with EFG ASSET MANAGEMENT (NORTH AMERICA) CORP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
EFG ASSET MANAGEMENT (NORTH AMERICA) CORP
EFG ASSET MANAGEMENT (NORTH AMERICA) CORP
AUM
$533M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at EFG ASSET MANAGEMENT (NORTH AMERICA) CORP →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2787002
Firm CRD# 313103
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Donald Joseph Klotter offer?
Donald Joseph Klotter specializes in Retirement Planning, Wealth Management. Contact their office in PORTLAND, Oregon for a consultation.
What are Donald Joseph Klotter's credentials?
Donald Joseph Klotter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Joseph Klotter located?
Donald Joseph Klotter is based in PORTLAND, Oregon, working with EFG ASSET MANAGEMENT (NORTH AMERICA) CORP. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Donald Joseph Klotter charge for services?
Donald Joseph Klotter'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 ASSET MANAGEMENT (NORTH AMERICA) CORP?
EFG ASSET MANAGEMENT (NORTH AMERICA) CORP has approximately 8 employees and manages $533M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EFG ASSET MANAGEMENT (NORTH AMERICA) CORP

Amanda Anderson Meyer
PORTLAND, OR
Keri F Wong
PORTLAND, OR
Michael David Clulow
PORTLAND, OR

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Research
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