SEC Form ADV

EFG ASSET MANAGEMENT (NORTH AMERICA) CORP

Registered Investment AdviserOR
$808.9M
Assets Under Management
15
Total Clients
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Registration Details

Accession
CRD-313103
Location
PORTLAND, OR
Filing Date
March 31, 2026
AUM
$808.9M
Total Clients
15
Amendment
No

About this Adviser

EFG ASSET MANAGEMENT (NORTH AMERICA) CORP is a registered investment adviser headquartered in PORTLAND, OR, managing approximately $808.9M in assets across 15 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.