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Building 2BGL FAMILY OFFICE AG

Map pin8002 ZURICH
Phone01141 43 888 64 20
NotebookSEC #801-72710
Total AUM
$4.5M
Employees
3
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
AM SCHANZENGRABEN 27
8002 ZURICH

Switzerland
Operating Hours
8:00 A.M. - 5:00 P.M. (ZURICH TIME)
Monday - Friday
Phone
01141 43 888 64 20

ReceiptFinancials

Total AUM
$4.5M
Accounts
4
Discretionary
$4M
Accounts
3
Non-Discretionary
$500.2K
Accounts
1

ContactClients

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Individual Clients
1
AUM
$1.4M
HNW Individual Clients
1
AUM
$3.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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