|
⚲
|
| Huesler Financial Consulting AG
✚
|
|
|---|---|
| CRD # | 285171 |
| SEC # | 801-108398 |
| CIK # | |
| AUM | $103.4 MM (2024-03-20) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 41412108484 |
| Address | Winkelriedstrasse 35 Lucerne, Switzerland |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 25 | 103.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 25 | 103.4 |
| By Discretionary | ||
| Discretionary | 15 | 42.3 |
| Non-Discretionary | 10 | 61.1 |
| Total | 25 | 103.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 102.5 | |
| United States Persons | 0.9 | |
| Total | 25 | 103.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Centerpiece Wealth Advisor LLC
✚
|
CO | 0.1 |
|
Summit Planning Group Inc
✚
|
NY | 0.1 |
|
First Financial Services LLC
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AR | 0.1 |
|
Maya Advisors Inc
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|
CA | 0.1 |
|
Boston Asset Management Inc
✚
|
FL | 0.1 |
|
Davidson Kahn Capital Management LLC
✚
|
CA | 0.1 |
|
Dale Q Rice Investment Management Ltd
✚
|
WA | 0.1 |
|
Milestone Wealth LLC
✚
|
NY | 0.1 |
|
Evergreen Money Advisors
✚
|
NC | 0.1 |
|
Downshift Financial LLC
✚
|
CO | 0.1 |