|
⚲
|
| Keyboard |
| Agustoni Emanuele Guiseppe
✚
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|
|---|---|
| CRD # | 169306 |
| SEC # | 801-78718 |
| CIK # | |
| AUM | 7.8 M (2026-02-25) |
| Employees | |
| Fees | |
| Minimum | |
| Phone | 41433229870 |
| Address | Feldstrasse 5 Urdorf, Switzerland |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 14 | 4.6 |
| (b) Individuals (high net worth individuals) | 1 | 3.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 15 | 7.8 |
| By Discretionary | ||
| Discretionary | 15 | 7.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 15 | 7.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.5 | |
| United States Persons | 5.3 | |
| Total | 15 | 7.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Harbourfront Wealth America Inc
✚
|
9.2 M | |
|
1787FP Investment Services LLC
✚
|
VA | 9.1 M |
|
Make the Memory Financial Planning LLC
✚
|
8.8 M | |
|
US Cherry LLC
✚
|
FL | 8.3 M |
|
Access Softek Advisory Services LLC
✚
|
IL | 7.4 M |
|
Pacific Point Wealth Management LLC
✚
|
CA | 6.5 M |
|
Aspire Wealth Advisory Group LLC
✚
|
NY | 6.2 M |
|
Sauberan & Company LLC
✚
|
NY | 5.8 M |
|
Cynosure Portfolio Advisors LLC
✚
|
UT | 5.8 M |
|
St Louis Financial Planners Inc
✚
|
MO | 5.7 M |