AdvisorCensus / Financial advisors / Florida / Miami, FL / EFG Bank AG
Financial advisors in Miami, FL using EFG Bank AG
3 SEC-registered investment advisory firms headquartered in the Miami, FL metro area name EFG Bank AG as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Azimut Investment Advisors LLC | Miami | SEC-registered investment adviser | $1 billion to $5 billion |
| EFG Private Wealth Management (Americas) Corp. | Miami | SEC-registered investment adviser | $1 billion to $5 billion |
| Ekanta Wealth Advisors LLC | Coconut Grove | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. EFG Bank AG nationwide
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AdvisorCensus. Financial advisors in Miami, FL using EFG Bank AG. https://advisorcensus.com/advisors/fl/miami/custodians/efg-bank-ag https://advisorcensus.com/advisors/fl/miami/custodians/efg-bank-ag