EFG Capital International

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
114
Avg account
$0

Firm details

Headquarters
Miami, Florida
CRD number
40118
Registered since
July 23, 1996

Firm profile

FINTRX

Overview

EFG Capital International is a corporation that has been SEC-registered since 1996. The firm is privately held by a domestic entity and individual ownership interests. Publicly reported descriptors list the adviser classification as unclassified; it does not identify as a capital allocator, pension consultant, related adviser, or a multi-state adviser. The firm is not identified as an active ESG investor and is not newly formed. The firm has provided minimal detail about its advisory activities, fee schedule, or client segments in the available data set. There is no public description of specialization areas, target client profiles, or service lines beyond the basic corporate and registration attributes.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 9
  • Moises Valladares-torres

    Chief Compliance OfficerCRD 5011784

  • Leonardo Borges

    Leonardo Borges

    COOCRD 5637377

  • Cristina Ulvert

    Cristina Ulvert

    Chief Strategy OfficerCRD 5677245

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Contacts

3 of 105
  • Janet Rodriguez

    Portfolio ManagerCRD 5768653

  • Rubens Ferraroni

    DirectorCRD 6576564

  • Ana Maria De Bracamonte Galvez

    Senior Vice President & DirectorCRD 3107367

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 40

Active vs passive

$75.9M in ETFs

Passive

100%

$75.9M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 2000 ETF (IWM)BlackRockPassiveSmall Blend$15.8M84,42420.82%

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
701 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth