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Building 2WEALTH MANAGEMENT GROUP AG

Map pinZURICH
Phone+41 43 443 80 95
NotebookSEC #801-132509
Total AUM
$34.7M
Employees
4
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
CLARIDENSTRASSE 20
ZURICH
8002
Switzerland
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
+41 43 443 80 95

ReceiptFinancials

Total AUM
$34.7M
Accounts
5
Discretionary
$33.2M
Accounts
4
Non-Discretionary
$1.4M
Accounts
1

ContactClients

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HNW Individual Clients
4
AUM
$19.7M
Corporation or Business Clients
1
AUM
$15M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
PORTFOLIO MANAGEMENT FOR FAMILY TRUSTS AND OFF-SHORE CORPORATIONS OF HIGH NET WORTH INDIVIDUALS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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