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SSA Swiss Advisors AG
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CRD # | 161357 |
SEC # | 801-74460 |
CIK # | |
AUM | $629.8 MM (2024-07-24) |
Employees | 7 (71% Investors, 0% Brokers) |
Phone | 41442066040 |
Address | Uraniastrasse 34 Zurich, Switzerland |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
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
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|
WA | 0.6 |
The Advocate Group LLC
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|
MN | 0.6 |
Delta Investment Management LLC
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|
CA | 0.6 |
Warner Financial Inc
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|
MD | 0.6 |
Legacy Edge Advisors LLC
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|
NY | 0.6 |
Unique Wealth LLC
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|
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 |