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| EBCO Trustee Services Ltd LIAB Co
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| CRD # | 338094 |
| SEC # | 801-134604 |
| CIK # | |
| AUM | 44.7 M (2026-02-02) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 41916955090 |
| Address | Via Emilio Bossi 12D Chiasso Ticino, Switzerland |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (2/2/2026) [Brochure] |
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5. Fees and Compensation Advisory Fees Ebco Trustee Services Ltd. charges advisory fees based primarily on a percentage of assets under management (AUM), typically ranging between 0.50% and 1.50% per year. Fees are calculated based on the market value of the assets in the client’s account as of the last business day of each calendar quarter and billed quarterly in arrears. |
| Account Minimums and Types of Clients — Form ADV Part 2A (2/2/2026) [Brochure] |
|---|
7. Types of Clients Ebco Trustee Services offers investment advisory services to a diverse client base, including high-net-worth individuals and trusts. The firm customizes its investment approach to align with each client's unique financial goals, risk tolerance, and applicable regulatory requirements. While there is no firm-wide minimum account size, specific investment strategies may be better suited for clients with larger portfolios, as this enables more efficient diversification and cost management. Clients benefit from tailored wealth management solutions that cater to a range of needs, from individual investors to complex trust structures. |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 2.0 |
| (b) Individuals (high net worth individuals) | 4 | 21.6 |
| (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 | 8 | 21.0 |
| (n) Other | 0 | 0.0 |
| Total | 18 | 44.7 |
| By Discretionary | ||
| Discretionary | 18 | 44.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 18 | 44.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 30.2 | |
| United States Persons | 14.5 | |
| Total | 18 | 44.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| LEI | CHE-111.713.961 |
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