1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2EVT FINANCIAL ADVISORS

Map pinZURICH
Phone+41 44 204 20 50
NotebookSEC #801-71927
Total AUM
$498.9M
Employees
4
Clients
124

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
STOCKERSTRASSE 43
ZURICH
8002
Switzerland
Operating Hours
8:30-5:00
Monday - Friday
Phone
+41 44 204 20 50

ReceiptFinancials

Total AUM
$498.9M
Accounts
124
Discretionary
$412.7M
Accounts
102
Non-Discretionary
$86.2M
Accounts
22

ContactClients

View more in analytics →

Individual Clients
42
AUM
$25.8M
HNW Individual Clients
82
AUM
$473.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILNYTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account