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| Keyboard |
| Sequoia Swiss Financial Advisors AG
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|---|---|
| CRD # | 158031 |
| SEC # | 801-72715 |
| CIK # | |
| AUM | 212.3 M (2026-02-26) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 41445752220 |
| Address | Weinplatz 7 Zurich, Switzerland |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 3.2 |
| (b) Individuals (high net worth individuals) | 89 | 209.2 |
| (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 | 97 | 212.3 |
| By Discretionary | ||
| Discretionary | 56 | 140.3 |
| Non-Discretionary | 41 | 72.1 |
| Total | 97 | 212.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 25.9 | |
| United States Persons | 186.5 | |
| Total | 97 | 212.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| LEI | 506700J65IFF4G54LC74 |
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|---|---|---|
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|
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|
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|
Halbert Wealth Management Inc
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