EFG Financial, LLC

Overview

EFG Financial, LLC is organized as a limited liability company and is owned by an individual. The firm identifies as a capital allocator and provides portfolio management for individuals and small businesses, along with selection of other advisers. Its fee arrangements include both a percentage-of-AUM component and fixed fees. Regulatory and operational flags in the snapshot indicate the firm does not self-identify as an active ESG investor, is not multi-state, is not newly formed, is not a pension consultant, and is not a related adviser. The firm also lists an industry affiliation with an insurance company. The dataset does not include a reported SEC registration year.

Assets & Accounts

Investments & Alternatives

Location & Offices