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| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Agustoni Emanuele Guiseppe
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|---|---|
| CRD # | 169306 |
| SEC # | 801-78718 |
| CIK # | |
| AUM | $7.2 M (2025-03-04) |
| Employees | |
| Phone | 41433229870 |
| Address | Feldstrasse 5 Urdorf, Switzerland |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 3.9 |
| (b) Individuals (high net worth individuals) | 0 | 3.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 13 | 7.2 |
| By Discretionary | ||
| Discretionary | 13 | 7.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 13 | 7.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 6.3 | |
| Total | 13 | 7.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Overseas Capital Management LLC
✚
|
0.0 | |
|
Port Capital Management LLC
✚
|
NY | 0.0 |
|
Qienna Wealth Management Inc
✚
|
0.0 | |
|
Alphanso Inc
✚
|
0.0 | |
|
Icon Financial Services LLC
✚
|
OR | 0.0 |
|
DA Wealth Advisors LLC
✚
|
0.0 | |
|
US Cherry LLC
✚
|
FL | 0.0 |
|
Harbourfront Wealth America Inc
✚
|
0.0 | |
|
Access Softek Advisory Services LLC
✚
|
IL | 0.0 |
|
Plenty Financial RIA LLC
✚
|
CA | 0.0 |