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
Website: www.efginternational.com

Firm profile

FINTRX

Overview

EFG Capital International is a corporation that has been SEC-registered since 1996. The firm is listed as being owned by a combination of a domestic entity and an individual and is categorized as unclassified in the snapshot data. It is not identified as a capital allocator, it does not report multi-state adviser status, and it does not flag active ESG investing or pension consulting in the available profile.

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

3 of 9

Cristina Ulvert
Chief Strategy OfficerCRD 5677245
Marco Tuesta
CFOCRD 5720605
Moises Valladares-torres
Chief Compliance OfficerCRD 5011784

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Contacts

3 of 105

Janet Rodriguez
Portfolio ManagerCRD 5768653
Jonathan Cardona
Senior Investment CounselorCRD 5819609
Alejandro Couttenye
Vice PresidentCRD 5886716

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 40

Active vs passive

$75.9M in ETFs

Passive

100%

$75.9M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES RUSSELL 2000 ETF (IWM)	BlackRock	Passive	Small Blend	$15.8M	84,424	20.82%

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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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