|
⚲
|
| Belvoir Wealth Management AG
✚
|
|
|---|---|
| CRD # | 128649 |
| SEC # | 801-62473 |
| CIK # | |
| AUM | $224.3 MM (2024-08-26) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 41432447550 |
| Address | Tdistrasse 16 Zurich, Switzerland |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 38 | 224.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 38 | 224.3 |
| By Discretionary | ||
| Discretionary | 20 | 116.0 |
| Non-Discretionary | 18 | 108.3 |
| Total | 38 | 224.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.7 | |
| United States Persons | 220.6 | |
| Total | 38 | 224.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
FPC Investment Advisory Inc
✚
|
CA | 0.2 |
|
NVNG Investments Inc
✚
|
MI | 0.2 |
|
MFA Wealth Services
✚
|
CA | 0.2 |
|
Axiom Advisory LLC
✚
|
CA | 0.2 |
|
Streeter Moore & Stipe LLC
✚
|
OK | 0.2 |
|
Proactive Wealth Strategies LLC
✚
|
GA | 0.2 |
|
DWM Financial Group Inc
✚
|
IL | 0.2 |
|
The H Group Washington Inc
✚
|
OR | 0.2 |
|
Wells Financial Advisors Inc
✚
|
MA | 0.2 |
|
Carter Financial LLC
✚
|
CA | 0.2 |