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EFG ASSET MANAGEMENT (NORTH AMERICA) CORP

PORTLAND, OR · CRD 313103 · IAPD ↗ · 503-889-5210

$808.9MRegulatory AUM
4Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

43
April 2026 — EFG ASSET MANAGEMENT (NORTH AMERICA) CORP added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — EFG ASSET MANAGEMENT (NORTH AMERICA) CORP reported RAUM up 40% ($533.0M -> $743.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2024 — EFG ASSET MANAGEMENT (NORTH AMERICA) CORP crossed $500M in regulatory AUM ($444.2M -> $533.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.