⚲
|
Hottinger & Co Limited
✚
|
|
---|---|
CRD # | 316515 |
SEC # | 801-122761 |
CIK # | |
AUM | $1.2 BB (2024-03-28) |
Employees | 24 (33% Investors, 0% Brokers) |
Phone | 442072273400 |
Address | 4 Carlton Gardens, St Jamess London, United Kingdom |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 25 | 17.5 |
(b) Individuals (high net worth individuals) | 165 | 698.9 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 25 | 20.3 |
(h) Charitable organizations | 1 | 0.7 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 21 | 126.9 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 28 | 161.6 |
(n) Other | 35 | 200.9 |
Total | 572 | 1,226.9 |
By Discretionary | ||
Discretionary | 238 | 609.6 |
Non-Discretionary | 334 | 617.3 |
Total | 572 | 1,226.9 |
By Non-United States Persons | ||
Non-United States Persons | 1,189.6 | |
United States Persons | 37.3 | |
Total | 572 | 1,226.9 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
True Private Wealth Advisors LLC
✚
|
OR | 1.2 |
The Financial Advisory Group LLC
✚
|
TX | 1.2 |
Nilsine Partners LLC
✚
|
CO | 1.2 |
Nevastar Finance Ltd
✚
|
1.2 | |
Euro Pacific Asset Management LLC
✚
|
PR | 1.2 |
Campbell Newman Asset Management Inc
✚
|
WI | 1.2 |
Bigsur Wealth Management LLC
✚
|
FL | 1.2 |
Meridian Wealth Advisors LLC
✚
|
TX | 1.2 |
Anderson Financial Partners Inc
✚
|
FL | 1.2 |
PER Stirling Capital Management LLC
✚
|
TX | 1.2 |