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 recorded as a corporation that has been SEC-registered since 1996. FINTRX classifies the entity as unclassified and lists the owner type as a combination of a domestic entity and an individual. The database flags the firm as not being a capital allocator, not a multi-state adviser, and not an active ESG investor. Specific descriptions of advisory services, client segments, fee schedules or business activities are not included in the source data.

Assets & Accounts

Public Holdings

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

LEONARDO BORGES
COOCRD 5637377
CRISTINA ULVERT
Chief Strategy OfficerCRD 5677245
Jacqueline Green
Independent ContractorCRD 7562026

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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

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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