|
⚲
|
| Sequoia Swiss Financial Advisors AG
✚
|
|
|---|---|
| CRD # | 158031 |
| SEC # | 801-72715 |
| CIK # | |
| AUM | $188.0 MM (2024-02-16) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 41445752220 |
| Address | Weinplatz 7 Zurich, Switzerland |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 24 | 24.5 |
| (b) Individuals (high net worth individuals) | 77 | 163.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 101 | 188.0 |
| By Discretionary | ||
| Discretionary | 64 | 117.2 |
| Non-Discretionary | 37 | 70.7 |
| Total | 101 | 188.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 10.2 | |
| United States Persons | 177.7 | |
| Total | 101 | 188.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wealthcollab LLC
✚
|
WA | 0.2 |
|
PPS & V Asset Management Consultants Inc
✚
|
MI | 0.2 |
|
Campion Asset Management LLC
✚
|
VA | 0.2 |
|
Blue Capital Inc
✚
|
NE | 0.2 |
|
D C Voss & Company LLC
✚
|
SC | 0.2 |
|
Optimist Retirement Group LLC
✚
|
WA | 0.2 |
|
Patrick Mauro Investment Advisor Inc
✚
|
IL | 0.2 |
|
Game Plan Financial Advisors LLC
✚
|
OH | 0.2 |
|
Pacific Peak Advisors LLC
✚
|
ID | 0.2 |
|
Paladin Advisory Group LLC
✚
|
IA | 0.2 |