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Building 2PARKVIEW LTD.

Map pinZURICH
Phone+41 44 283 40 80
NotebookSEC #801-73069
Total AUM
$488.5M
Employees
9
Clients
62

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
GUTENBERGSTRASSE 9
ZURICH
8002
Switzerland
Operating Hours
8:00 TO 6:00
Monday - Friday
Phone
+41 44 283 40 80
Other Offices
1

ReceiptFinancials

Total AUM
$488.5M
Accounts
62
Discretionary
$279.5M
Accounts
29
Non-Discretionary
$209M
Accounts
33

ContactClients

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HNW Individual Clients
55
AUM
$451.4M
Insurance Company Clients
7
AUM
$37.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLANY

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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