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Asset ManagerRIA · CRD 313103SEC-Registered

Updated:

EFG Asset Management (North America)

EFG ASSET MANAGEMENT (NORTH AMERICA) CORP is an SEC-registered investment adviser in PORTLAND, OR, registered since 2021. The firm manages $809 million in...

Overview

EFG ASSET MANAGEMENT (NORTH AMERICA) CORP is an SEC-registered investment adviser in PORTLAND, OR, registered since 2021. The firm manages $809 million in assets, with $806 million on a discretionary basis. It has 5 employees and 4 investment advisers.

General information

Firm type

Asset Manager

Location

Region

North America

Frequently asked questions

How is EFG Asset Management (North America) related to EFG International?

EFG Asset Management (North America) is a wholly owned subsidiary of EFG International, the Swiss private banking group. The parent company provides regulatory oversight, balance sheet support, and global distribution. The North American unit operates as a distinct regional asset management division.

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