EFG CAPITAL ADVISORS

Owners

Goods & Services

Financial services, namely, wealth management services and managing cash accounts; financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments using a check or negotiable order of withdrawal over a global computer network; financial consulting, financial asset management; providing an on-line computer web site that provides financial transaction and asset data; financial services, namely, providing information in the fields of interest rates and foreign currency rates; financial analysis, financial research; investment fund management services for others; capital investment consultation; investment management and advisory services; providing information in the field of personal finance; financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; establishing mutual funds for others