EFG ASSET MANAGEMENT (NORTH AMERICA) CORP

PORTLAND, Oregon·4 registered advisors·CRD# 313103
SEC# 801-1205860503-889-5210
01

Firm Overview

AUM
$533M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement PlanningWealth Management
04

Advisors at EFG ASSET MANAGEMENT (NORTH AMERICA) CORP

4 registered advisors
Amanda Anderson Meyer
PORTLAND, Oregon
Donald Joseph Klotter
PORTLAND, Oregon
Keri F Wong
PORTLAND, Oregon
Michael David Clulow
PORTLAND, Oregon
05

Office Locations

PORTLAND, Oregon
4 advisors

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Data sourced from SEC Form ADV filings. EFG ASSET MANAGEMENT (NORTH AMERICA) CORP (CRD# 313103) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.