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Building 2BFI INFINITY LTD.

Map pinZURICH
Phone+41 58 806 2210
NotebookSEC #801-72602
Total AUM
$837.6M
Employees
21
Clients
262

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
BERGSTRASSE 21
ZURICH
8044
Switzerland
Operating Hours
08:00 AM - 18:00 PM
Monday - Friday
Phone
+41 58 806 2210
Other Offices
1

ReceiptFinancials

Total AUM
$837.6M
Accounts
274
Discretionary
$670.3M
Accounts
226
Non-Discretionary
$167.3M
Accounts
48

ContactClients

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Individual Clients
3
AUM
$1.5M
HNW Individual Clients
249
AUM
$734.2M
Pooled Vehicle Clients
5
AUM
$65.4M
Insurance Company Clients
5
AUM
$36.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
WEALTH MANAGEMENT
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOFLILLANCNHNVNYOHTXVAWA

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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