|
⚲
|
| Margna Peak Advisors AG
✚
|
|
|---|---|
| CRD # | 128649 |
| SEC # | 801-62473 |
| CIK # | |
| AUM | $372.5 M (2026-02-18) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 41432447550 |
| Address | Todistrasse 16 Zurich, Switzerland |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 48 | 372.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 48 | 372.5 |
| By Discretionary | ||
| Discretionary | 23 | 189.7 |
| Non-Discretionary | 25 | 182.8 |
| Total | 48 | 372.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.4 | |
| United States Persons | 369.1 | |
| Total | 48 | 372.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Retirement Planning Group LLC
✚
|
NY | 0.4 |
|
Hilton Head Financial Advisors Inc
✚
|
SC | 0.4 |
|
Bouvel Investment Partners LLC
✚
|
PA | 0.4 |
|
Walker Financial Services Inc
✚
|
KY | 0.4 |
|
Orion Capital Management LLC
✚
|
CA | 0.4 |
|
Helm Investment Management LLC
✚
|
CO | 0.4 |
|
S & P Financial Inc
✚
|
OR | 0.4 |
|
Catalyst Private Wealth LLC
✚
|
CA | 0.4 |
|
Charbeth Advisory LLC
✚
|
0.4 | |
|
Glassy Mountain Advisors Inc
✚
|
MD | 0.4 |