EFG CAPITAL ADVISORS INC.

MIAMI, Florida·2 registered advisors·CRD# 112224
SEC# 801-324970305-381-8340
01

Firm Overview

AUM
$226M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at EFG CAPITAL ADVISORS INC.

2 registered advisors
Benjamin E Hein
MIAMI, Florida
John Stephen Sullivan
MIAMI, Florida
05

Office Locations

MIAMI, Florida
2 advisors

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Data sourced from SEC Form ADV filings. EFG CAPITAL ADVISORS INC. (CRD# 112224) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.