EFG ASSET MANAGEMENT (NORTH AMERICA) CORP of PORTLAND, OR is an SEC-registered investment adviser (CRD 313103). Regulatory assets under management: $808.9M.
Compensation: % of AUM.
Clients served: Pooled vehicles, Investment cos.
| Name | Role | Location |
|---|---|---|
| Eric Joseph Kleinschmidt | CHIEF COMPLIANCE OFFICER | — |
| Keri F Wong | CHIEF OPERATING OFFICER | — |
| Michael David Clulow | CHIEF EXECUTIVE OFFICER | — |
| KLOTTER DONALD JOSEPH | CHIEF EXECUTIVE OFFICER | — |
| GONZALEZ STAWINSKI CARLOS JAVIER | CHIEF COMPLIANCE OFFICER | — |
| MEYER AMANDA ANDERSON | OFFICER | — |
| KLEINSCHMIDT ERIC JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| WONG KERI F | CHIEF OPERATING OFFICER | — |
| CLULOW MICHAEL DAVID | CHIEF EXECUTIVE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| OAKLAND | CA | 2 | 9172820058 |
| OAKLAND | CA | 2 | 9172820058 |