Director · EFG Private Wealth Management (americas) Corp.
Sanjin Mohorovic
CRD 6849141 · Named on Form ADV at one SEC-registered adviser
At a glance
EFG Private Wealth Management (americas) Corp., an SEC-registered asset manager based in Miami, FL with $2.3 billion in regulatory assets, lists Sanjin Mohorovic on its Form ADV as Director, a control person.
Firms and roles
- EFG Private Wealth Management (americas) Corp.DirectorAsset manager · Miami, FL · $2.3B in regulatory assets
AtlasMembers
Sanjin’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (6)
- Eduardo M. CruzChief Executive Officer, Director, EFG Private Wealth Management (americas) Corp.
- Victor M. EchevarriaChairman, EFG Private Wealth Management (americas) Corp.
- Edwin A. FerminChief Compliance Officer, EFG Private Wealth Management (americas) Corp.
- Peter PhillipsDirector, EFG Private Wealth Management (americas) Corp.
- Luis G. De Melo FerreiraDeputy Chief Executive Officer, EFG Private Wealth Management (americas) Corp.
1 more person named with Sanjin on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sanjin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.