|
⚲
|
| EVT Financial Advisors AG
✚
| |
|---|---|
| CRD # | 155268 |
| SEC # | 801-71927 |
| CIK # | |
| AUM | $374.4 MM (2024-03-18) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 41442042050 |
| Address | Stockerstrasse 43 Zurich, Switzerland |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 51 | 24.6 |
| (b) Individuals (high net worth individuals) | 72 | 349.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 123 | 374.4 |
| By Discretionary | ||
| Discretionary | 104 | 315.8 |
| Non-Discretionary | 19 | 58.5 |
| Total | 123 | 374.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 145.5 | |
| United States Persons | 228.9 | |
| Total | 123 | 374.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Kennicott Capital Management LLC
✚
|
CA | 0.4 |
|
Cahill Wealth Management LLC
✚
|
MI | 0.4 |
|
Court Place Advisors LLC
✚
|
MD | 0.4 |
|
WFA Asset Management Corp
✚
|
WI | 0.4 |
|
First Washington Corporation
✚
|
WA | 0.4 |
|
Denver Wealth Management Inc
✚
|
CO | 0.4 |
|
TFG Advisers LLC
✚
|
MI | 0.4 |
|
Vickerman Investment Advisors Inc
✚
|
WA | 0.4 |
|
GGM Financials LLC
✚
|
OH | 0.4 |
|
Steginsky Capital LLC
✚
|
NY | 0.4 |