EFG CORPORATION
CRD #132477 SEC #801-67145 DALLAS, TX 214.473.9200
SEC Registered
Total AUM
$223.1M
Discretionary
$223.1M
Employees
1
Clients
251
Accounts
531
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2011 | $223.1M | $223.1M | $0 | 1 | 251 |
| Jun 2011 | $223.1M | $223.1M | $0 | 5 | -- |
| Nov 2010 | $196.7M | $196.7M | $0 | 5 | -- |
| Mar 2009 | $159.5M | $159.5M | $0 | 5 | -- |
| Mar 2008 | $174.9M | $107.4M | $67.6M | 5 | -- |
| Oct 2007 | $125M | $18M | $107M | 5 | -- |
| Mar 2007 | $125M | $18M | $107M | 5 | -- |
DateNov 2011
Total AUM$223.1M
Discretionary$223.1M
Non-Disc.$0
Employees1
Clients251
DateJun 2011
Total AUM$223.1M
Discretionary$223.1M
Non-Disc.$0
Employees5
Clients--
DateNov 2010
Total AUM$196.7M
Discretionary$196.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$159.5M
Discretionary$159.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$174.9M
Discretionary$107.4M
Non-Disc.$67.6M
Employees5
Clients--
DateOct 2007
Total AUM$125M
Discretionary$18M
Non-Disc.$107M
Employees5
Clients--
DateMar 2007
Total AUM$125M
Discretionary$18M
Non-Disc.$107M
Employees5
Clients--