EFG CAPITAL ADVISORS LLC

MIAMI, Florida·3 registered advisors·CRD# 145208
SEC# 801-68609305-482-8000
01

Firm Overview

AUM
$48M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

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

Specialties

Investment ManagementWealth Management
04

Advisors at EFG CAPITAL ADVISORS LLC

3 registered advisors
Marcelo A Alvarez
MIAMI, Florida
Marco Alejandro Collazos
MIAMI, Florida
Steven Howard Vogel
MIAMI, Florida
05

Office Locations

MIAMI, Florida
3 advisors

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Data sourced from SEC Form ADV filings. EFG CAPITAL ADVISORS LLC (CRD# 145208) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.