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Building 2AQUILA FINVISION AG

Map pinWOLLERAU
Phone+ 41 58 680 61 93
NotebookSEC #801-117992
Total AUM
$117.6M
Employees
3
Clients
61

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ETZELSTRASSE 15
WOLLERAU
8832
Switzerland
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
+ 41 58 680 61 93

ReceiptFinancials

Total AUM
$117.6M
Accounts
62
Discretionary
$117.6M
Accounts
62
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
44
AUM
$47.5M
HNW Individual Clients
6
AUM
$57.9M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
2
AUM
$2.5M
Other Clients
2
AUM
$9.6M
Description of Other Clients
TRUSTS

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
PORTFOLIO MANAGEMENT FOR TRUSTS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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