EFG ASSET MANAGEMENT (NORTH AMERICA) CORP
CRD #313103 SEC #801-120586 PORTLAND, OR 503-889-5210
SEC Registered
Total AUM
$743.8M
Discretionary
$743.8M
Employees
7
Clients
--
Accounts
4
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $743.8M | $743.8M | $0 | 7 | 0 |
| Dec 2024 | $533M | $533M | $0 | 8 | 0 |
| Mar 2024 | $533M | $533M | $0 | 8 | 0 |
| Mar 2023 | $444.2M | $444.2M | $0 | 9 | 0 |
| Jan 2023 | $811.7M | $811.7M | $0 | 7 | 0 |
| Nov 2022 | $811.7M | $811.7M | $0 | 7 | 0 |
| Mar 2022 | $811.7M | $811.7M | $0 | 7 | 0 |
| Dec 2021 | $773.4M | $773.4M | $0 | 7 | 0 |
| Jul 2021 | $773.4M | $773.4M | $0 | 7 | 0 |
| Feb 2021 | $0 | $0 | $0 | 7 | 0 |
DateMar 2025
Total AUM$743.8M
Discretionary$743.8M
Non-Disc.$0
Employees7
Clients0
DateDec 2024
Total AUM$533M
Discretionary$533M
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$533M
Discretionary$533M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$444.2M
Discretionary$444.2M
Non-Disc.$0
Employees9
Clients0
DateJan 2023
Total AUM$811.7M
Discretionary$811.7M
Non-Disc.$0
Employees7
Clients0
DateNov 2022
Total AUM$811.7M
Discretionary$811.7M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$811.7M
Discretionary$811.7M
Non-Disc.$0
Employees7
Clients0
DateDec 2021
Total AUM$773.4M
Discretionary$773.4M
Non-Disc.$0
Employees7
Clients0
DateJul 2021
Total AUM$773.4M
Discretionary$773.4M
Non-Disc.$0
Employees7
Clients0
DateFeb 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0