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EFG ASSET MANAGEMENT (NORTH AMERICA) CORP
EFG ASSET MANAGEMENT (NORTH AMERICA) CORP
PORTLAND, Oregon
·
1 registered advisor
·
CRD# 313103
SEC# 801-120586
0
503-889-5210
01
Firm Overview
AUM
$533M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at EFG ASSET MANAGEMENT (NORTH AMERICA) CORP
1 registered advisor
Donald Joseph Klotter
PORTLAND, Oregon
CRD# 2787002
05
Office Locations
PORTLAND, Oregon
1 advisor
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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
.