|
⚲
|
| Aquila Finvision AG
✚
| |
|---|---|
| CRD # | 306917 |
| SEC # | 801-117992 |
| CIK # | |
| AUM | $117.6 MM (2024-05-20) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 41586806193 |
| Address | Etzelstrasse 15 Wollerau, Switzerland |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 44 | 47.5 |
| (b) Individuals (high net worth individuals) | 6 | 57.9 |
| (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 | 2 | 2.5 |
| (n) Other | 2 | 9.6 |
| Total | 62 | 117.6 |
| By Discretionary | ||
| Discretionary | 62 | 117.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 62 | 117.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 117.6 | |
| United States Persons | 0.0 | |
| Total | 62 | 117.6 |
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|---|---|---|
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Strategic Wealth Management LLC
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|
TX | 0.1 |
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IL | 0.1 |
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AZ | 0.1 |
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FL | 0.1 |
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NC | 0.1 |
|
Integrated Wealthcare LLC
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NC | 0.1 |
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Palisades Investment Partners LLC
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CA | 0.1 |
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RMR Wealth Management
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NY | 0.1 |
|
Sea Hunter Capital LLC
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FL | 0.1 |
|
Silicon Private Wealth LLC
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CA | 0.1 |