|
⚲
|
| Avalor Investment AG
✚
|
|
|---|---|
| CRD # | 283227 |
| SEC # | 801-107717 |
| CIK # | |
| AUM | $1.8 B (2025-02-24) |
| Employees | 20 (55% Investors, 0% Brokers) |
| Phone | 410434438383 |
| Address | Loewenstrasse 3 Zurich, Switzerland |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 511 | 1.8 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 511 | 1.8 |
| By Discretionary | ||
| Discretionary | 445 | 1.6 |
| Non-Discretionary | 66 | 0.2 |
| Total | 511 | 1.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.7 | |
| United States Persons | 0.1 | |
| Total | 511 | 1.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Traphagen Investment Advisors LLC
✚
|
NJ | 1.9 |
|
Capwealth Advisors LLC
✚
|
TN | 1.9 |
|
Safford Nicholas H & Co Inc
✚
|
MA | 1.9 |
|
Keystone Financial Group LLC
✚
|
KY | 1.9 |
|
Minot Deblois Advisors LLC
✚
|
MA | 1.8 |
|
Trumbower Financial Advisors LLC
✚
|
MD | 1.8 |
|
Unison Advisors LLC
✚
|
RI | 1.8 |
|
Terry McDaniel & Company
✚
|
TX | 1.8 |
|
Adell Harriman & Carpenter Inc
✚
|
TX | 1.8 |
|
Tortoise Investment Management LLC
✚
|
NY | 1.7 |