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Building 2LOBNEK WEALTH MANAGEMENT INC.

Map pinGENEVA
Phone011417189030
NotebookSEC #801-107956
Total AUM
$12.5M
Employees
4
Clients
12

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7, RUE DE LA CONFEDERATION
GENEVA
1204
Switzerland
Operating Hours
8AM TO 6PM CET
Monday - Friday
Phone
011417189030
Other Offices
1

ReceiptFinancials

Total AUM
$12.5M
Accounts
12
Discretionary
$12M
Accounts
11
Non-Discretionary
$505.3K
Accounts
1

ContactClients

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HNW Individual Clients
12
AUM
$12.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPublications
Other Services
FINANCIAL REPORTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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