Belvoir Wealth Management AG

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Assets, Funds, Holdings

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Belvoir Wealth Management AG
CRD #128649
SEC #801-62473
CIK #
AUM $156.5 MM (100% Disc, 25% US, 2021-02-02)
Employees 5 (60% Investors, 0% Brokers)
Phone41432447550
AddressBeethovenstrasse 9
Zurich, Switzerland
Source [IAPD] [Website]
Total AUM ($MM)
2502001501005002002200820152022
Comparable Firms State AUM ($BB)
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Atlas Wealth Partners LLC
PA 0.2
Meridian Financial LLC
MA 0.2
RH Advisors LLC
UT 0.2
Finkel Eliot Michelow
CA 0.2
Atlantic Financial Services Inc
MD 0.2
Capital Options Inc
NC 0.2
Mallard Advisors LLC
DE 0.2
Daniel Investment Associates LLC
CA 0.2
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