Isabela Jardim

Efg Asset Management (americas) CORP.

10 Years of Experience

Broker

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.

Other Business Activities

Isabela is the manager of Dieci Luci LLC, which is a 5% shareholder of Fratesi Pizza Downtown LLC, a pizzeria restaurant. This is a passive investment with no day-to-day responsibilities and requires minimal time.