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Building 2SSA WEALTH ADVISORS

Map pinZURICH
Phone+41 44 206 60 40
NotebookSEC #801-74460
Total AUM
$817.5M
Employees
10
Clients
136

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
URANIASTRASSE 34
3RD FLOOR
ZURICH
8001
Switzerland
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
+41 44 206 60 40
Other Offices
1

ReceiptFinancials

Total AUM
$817.5M
Accounts
154
Discretionary
$550.9M
Accounts
121
Non-Discretionary
$266.6M
Accounts
33

ContactClients

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Individual Clients
55
AUM
$66.2M
HNW Individual Clients
32
AUM
$277.6M
Corporation or Business Clients
48
AUM
$466.8M
Other Clients
1
AUM
$6.9M
Description of Other Clients
TRUSTS

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
ASSET CONSOLIDATION AND REPORTING, FAMILY WEALTH SERVICES
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CADEFLNYTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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