Proventus AG Vermogensverwaltung

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Assets, Funds, Holdings

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Proventus AG Vermogensverwaltung
CRD #167142
SEC #801-77962
CIK #
AUM $723.0 MM (95% Disc, 13% US, 2021-03-05)
Employees 6 (50% Investors, 0% Brokers)
Phone41442178383
AddressFeldeggstrasse 12
Zurich, Switzerland
Source [IAPD] [Website]
Total AUM ($MM)
80064048032016002009201320172022
Comparable Firms State AUM ($BB)
Arbor Investment Advisors LLC
NC 0.7
GR Financial Group LLC
AZ 0.7
NorthStar Asset Management Inc
MA 0.7
Columbia Asset Management LLC
MI 0.7
Fund Direct Advisors Inc
NC 0.7
Portland Global Advisors LLC
ME 0.7
Baron Silver Stevens Financial Advisors LLC
FL 0.7
Kays Financial Advisory Corp
GA 0.7
Dixon Financial Services Inc
CA 0.7
American Financial Advisors Inc
FL 0.6
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