|
⚲
|
| Lighthouse Swiss Wealth Advisors AG
✚
| |
|---|---|
| CRD # | 164658 |
| SEC # | 801-76864 |
| CIK # | |
| AUM | $52.8 MM (2024-03-05) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 41415113905 |
| Address | Baarerstrasse 8 Zug, Switzerland |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 25 | 52.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 36 | 52.8 |
| By Discretionary | ||
| Discretionary | 36 | 52.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 36 | 52.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.6 | |
| United States Persons | 46.2 | |
| Total | 36 | 52.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Network Investment Advisors Incorporated
✚
|
NY | 0.1 |
|
Beyond Wealth Advisory LLC
✚
|
CA | 0.1 |
|
Dynamic Trading Management LLC
✚
|
NY | 0.1 |
|
Morrison Fiduciary Advisors Inc
✚
|
PA | 0.1 |
|
Mtier Capital LLC
✚
|
NY | 0.1 |
|
Bridges Capital LLC
✚
|
FL | 0.1 |
|
Investment Research Corp
✚
|
CO | 0.1 |
|
Capital Management Advisors Inc
✚
|
GA | 0.1 |
|
Ossia Investment Management LLC
✚
|
FL | 0.1 |
|
Oelschlager Investments LLC
✚
|
OH | 0.1 |