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Building 2SWISSPARTNERS ADVISORS

Map pinZURICH
Phone41 58 200 0 800
NotebookSEC #801-69940
Total AUM
$891.8M
Employees
5
Clients
91

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
AM SCHANZENGRABEN 23
ZURICH
8002
Switzerland
Operating Hours
9AM - 5PM
Monday - Friday
Phone
41 58 200 0 800

ReceiptFinancials

Total AUM
$891.8M
Accounts
114
Discretionary
$891.8M
Accounts
114
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
41
AUM
$303.7M
HNW Individual Clients
32
AUM
$209.4M
Insurance Company Clients
1
AUM
$180M
Corporation or Business Clients
17
AUM
$198.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
SETUP FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLANYTX

HandshakeAffiliates

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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