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Building 2ST. COLUMBANUS AG

Map pinTEUFEN
Phone+41 71 245 76 78
NotebookSEC #801-78990
Total AUM
$78.6M
Employees
5
Clients
12

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ALTE HASLENSTRASSE 5
TEUFEN
9053
Switzerland
Operating Hours
09.00 - 17.00
Monday - Friday
Phone
+41 71 245 76 78

ReceiptFinancials

Total AUM
$78.6M
Accounts
17
Discretionary
$58.8M
Accounts
11
Non-Discretionary
$19.7M
Accounts
6

ContactClients

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Individual Clients
9
AUM
$15.3M
Charitable Organization Clients
1
AUM
$32.8M
Insurance Company Clients
1
AUM
$24.7M
Corporation or Business Clients
1
AUM
$5.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

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

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