Investment adviser · CRD 132477

EFG CORPORATION

Investment adviser filing (IA)

DALLAS, TX, United States · Form ADV filed Nov 21, 2011

Regulatory AUM
$223M
Form ADV · Item 5.F
Client accounts
531
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Nov 21, 2011. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Fixed · Commissions

Principal office

6440 N. CENTRAL EXPRESSWAY, SUITE 820
DALLAS, TX, 75206, United States

CRD 132477

Filing source

Form ADV 591738 · Nov 21, 2011 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.