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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| EVT Financial Advisors AG
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|---|---|
| CRD # | 155268 |
| SEC # | 801-71927 |
| CIK # | |
| AUM | $400.3 M (2025-03-24) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 41442042050 |
| Address | Stockerstrasse 43 Zurich, Switzerland |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 24.5 |
| (b) Individuals (high net worth individuals) | 75 | 375.8 |
| (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 | 121 | 400.3 |
| By Discretionary | ||
| Discretionary | 100 | 325.9 |
| Non-Discretionary | 21 | 74.3 |
| Total | 121 | 400.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 150.0 | |
| United States Persons | 250.2 | |
| Total | 121 | 400.3 |
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|---|---|---|
|
Client 1st Advisory Group LLC
✚
|
FL | 0.4 |
|
Acumen Financial Advisors LLC
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MN | 0.4 |
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Lakeshore Financial Planning Inc
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MI | 0.4 |
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Fischer Investment Group Inc
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NY | 0.4 |
|
IFC Personal Money Managers Inc
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NY | 0.4 |
|
Borer Denton & Associates Inc
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PA | 0.4 |
|
Noble Family Wealth LLC
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|
FL | 0.4 |
|
Jupiter Wealth Management LLC
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|
CO | 0.4 |
|
Morton Brown Family Wealth LLC
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|
PA | 0.4 |
|
Tigeroak Management LLC
✚
|
TN | 0.4 |