SSA Swiss Advisors AG

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
SSA Swiss Advisors AG
CRD #161357
SEC #801-74460
CIK #
AUM $629.8 MM (2024-07-24)
Employees 7 (71% Investors, 0% Brokers)
Phone41442066040
AddressUraniastrasse 34
Zurich, Switzerland
Source [IAPD] [Website]
Total AUM ($MM)
70056042028014002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 51 60.0
(b) Individuals (high net worth individuals) 22 151.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 33 392.7
(n) Other 0 25.5
Total 111 629.8
By Discretionary
Discretionary 92 402.2
Non-Discretionary 19 227.6
Total 111 629.8
By Non-United States Persons
Non-United States Persons 235.4
United States Persons 394.4
Total 111 629.8
Comparable Firms State AUM ($BB)
93 Financial Group LLC
MA 0.6
Lighthouse Wealth Strategies LLC
WA 0.6
The Advocate Group LLC
MN 0.6
Delta Investment Management LLC
CA 0.6
Warner Financial Inc
MD 0.6
Legacy Edge Advisors LLC
NY 0.6
Unique Wealth LLC
FL 0.6
B&D White Capital Company LLC
TX 0.6
Kaydan Wealth Management Inc
MI 0.6
Peninsula Wealth LLC
CA 0.6
Terms | Privacy | Guide
tony@aum13f.com