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Building 2SEQUOIA S.F.A.

Map pinZURICH
Phone+41 44 575 22 20
NotebookSEC #801-72715
Total AUM
$212.3M
Employees
2
Clients
97

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
WEINPLATZ 7
ZURICH
8001
Switzerland
Operating Hours
8:30 - 17:00
Monday - Friday
Phone
+41 44 575 22 20

ReceiptFinancials

Total AUM
$212.3M
Accounts
97
Discretionary
$140.3M
Accounts
56
Non-Discretionary
$72.1M
Accounts
41

ContactClients

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Individual Clients
8
AUM
$3.2M
HNW Individual Clients
89
AUM
$209.2M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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