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Building 2CAPITAL PRIVE SUISSE S.A.

Map pinGENEVA
Phone206-619-5785
NotebookSEC #801-73065
Total AUM
$22.6M
Employees
3
Clients
69

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
RUE DU MONT-BLANC 7
GENEVA
1201
Switzerland
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
206-619-5785
Other Offices
1

ReceiptFinancials

Total AUM
$22.6M
Accounts
88
Discretionary
$22.6M
Accounts
88
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
19
AUM
$2.9M
HNW Individual Clients
50
AUM
$19.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX PLANNING, ESTATE PLANNING, FAMILY OFFICE SERVICES, INSURANCE
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
HOURLY FINANCIAL PLANNING, INSURANCE PREMIUMS

Shield checkCompliance

Disclosures

None reported

State Registrations
CANYTXWA

HandshakeAffiliates

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

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