EFG Capital International

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
113
Avg account
$0

Firm details

Headquarters
Miami, Florida
CRD number
40118
Registered since
July 23, 1996
Website
www.efginternational.com

Firm profile

FINTRX

Overview

EFG Capital International operates as a corporate investment entity with ownership tied to both a domestic entity and an individual. Public data classifies the firm as unclassified and flags that it does not act as a capital allocator and is not an active ESG investor. The snapshot also indicates the firm is not designated as a multi-state adviser and is not newly formed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 10
  • Cristina Ulvert

    Cristina Ulvert

    Chief Strategy OfficerCRD 5677245

  • Carlos Gonzalez

    Carlos Gonzalez

    Interim Chief Compliance OfficerCRD 4294205

  • Marco Tuesta

    Marco Tuesta

    CFOCRD 5720605

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Contacts

3 of 103

  • Janet Rodriguez

    Portfolio ManagerCRD 5768653

  • Jonathan Cardona

    Jonathan Cardona

    Senior Investment CounselorCRD 5819609

  • Alejandro Couttenye

    Alejandro Couttenye

    Vice PresidentCRD 5886716

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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%
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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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