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Ana Carolina Toffoli Desouza

Efg Asset Management (americas) CORP.
14 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementHigh Net Worth
Efg Asset Management (americas) CORP.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
43 advisors
Number of Clients
438 clients
Average Client Portfolio
$4.4M average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only

Location

701 Brickell Avenue, Suite 1310, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Efg Asset Management (americas) CORP.
January 2017 - Present · 9 yrs 1 mo
Efg Capital InternationalBroker
November 2011 - Present · 14 yrs 3 mos
Previous Registrations
Efg Capital International CORP.
May 2021 - July 2021 · 2 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.