|
⚲
|
| Hyposwiss Advisors Sa
✚
|
|
|---|---|
| CRD # | 157400 |
| SEC # | 801-72529 |
| CIK # | |
| AUM | $469.3 MM (2024-03-26) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 41223107640 |
| Address | Bd Du Theatre 10 Geneva, Switzerland |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33 | 17.3 |
| (b) Individuals (high net worth individuals) | 75 | 397.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 19 | 53.5 |
| (n) Other | 0 | 1.3 |
| Total | 171 | 469.3 |
| By Discretionary | ||
| Discretionary | 94 | 300.2 |
| Non-Discretionary | 77 | 169.1 |
| Total | 171 | 469.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 320.9 | |
| United States Persons | 148.4 | |
| Total | 171 | 469.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
EQ Wealth Advisors LLC
✚
|
TX | 0.5 |
|
Andrew Garrett Inc
✚
|
NY | 0.5 |
|
Prospera Private Wealth LLC
✚
|
OK | 0.5 |
|
44 Wealth Management LLC
✚
|
OR | 0.5 |
|
Ogorek Wealth Management LLC
✚
|
NY | 0.5 |
|
Cambridge Financial Group LLC
✚
|
AZ | 0.5 |
|
Kennedy Investment Group Inc
✚
|
NJ | 0.5 |
|
The Marshall Financial Group LLC
✚
|
MD | 0.5 |
|
Financial Strategies Group Inc
✚
|
MI | 0.5 |
|
Trinity Capital Investors
✚
|
MS | 0.5 |