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Building 2GFM ASSET MANAGEMENT LLC

Map pinWEINFELDEN
Phone775-237-8852
NotebookSEC #801-107841
Total AUM
$27.5M
Employees
3
Clients
42

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
THOMAS-BORNHAUSERSTRASSE
17
WEINFELDEN
8570
Switzerland
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
775-237-8852

ReceiptFinancials

Total AUM
$27.5M
Accounts
63
Discretionary
$27.5M
Accounts
63
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
17
AUM
$2.5M
HNW Individual Clients
20
AUM
$22M
Pension/Profit Sharing Plan Clients
5
AUM
$3M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-BasedCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CANYOH

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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