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Building 2LIGHTHOUSE SWISS WEALTH ADVISORS AG

Map pinZUG
Phone+41-41-511-39-05
NotebookSEC #801-76864
Total AUM
$40.4M
Employees
2
Clients
23

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
BAARERSTRASSE 8
ZUG
6300
Switzerland
Operating Hours
8AM-5:30PM CENTRAL EUROPEAN TIME
Monday - Friday
Phone
+41-41-511-39-05

ReceiptFinancials

Total AUM
$40.4M
Accounts
23
Discretionary
$40.4M
Accounts
23
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
23
AUM
$40.4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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