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Building 2WHVP

Map pinZURICH
Phone011 41 44 315 77 77
NotebookSEC #801-72329
Total AUM
$235.2M
Employees
6
Clients
130

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
BAHNHOFSTRASSE 73
ZURICH
8001
Switzerland
Operating Hours
9:00 - 5:00
Monday - Friday
Phone
011 41 44 315 77 77

ReceiptFinancials

Total AUM
$235.2M
Accounts
130
Discretionary
$143.1M
Accounts
118
Non-Discretionary
$92.1M
Accounts
12

ContactClients

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Individual Clients
96
AUM
$64.1M
HNW Individual Clients
33
AUM
$170M
Insurance Company Clients
1
AUM
$1.1M

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKCACOFLILLANCNYTXVIWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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