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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| SSA Swiss Advisors AG
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|---|---|
| CRD # | 161357 |
| SEC # | 801-74460 |
| CIK # | 0002066265 |
| AUM | $675.1 M (2025-07-17) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 41442066040 |
| Address | Uraniastrasse 34 Zurich, Switzerland |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 7.3 | ||
| Nvidia Corp | 5.1 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 4.9 | ||
| Applied Materials Inc /DE | 4.7 | ||
| Oracle Corp | 4.6 | ||
| Microsoft Corp | 4.5 | ||
| Amazon Com Inc | 4.5 | ||
| Alphabet Inc | 4.3 | ||
| Novo Nordisk A S | 4.2 | ||
| Apple Inc | 4.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 54 | 57.9 |
| (b) Individuals (high net worth individuals) | 25 | 198.0 |
| (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 | 39 | 395.3 |
| (n) Other | 0 | 23.8 |
| Total | 131 | 675.1 |
| By Discretionary | ||
| Discretionary | 108 | 477.5 |
| Non-Discretionary | 23 | 197.6 |
| Total | 131 | 675.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 268.2 | |
| United States Persons | 406.9 | |
| Total | 131 | 675.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002066265] |
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|---|---|---|
|
Saxon Woods Advisors LLC
✚
|
NY | 0.7 |
|
Sycamore Financial Group Inc
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|
IN | 0.7 |
|
Peninsula Wealth LLC
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CA | 0.7 |
|
Whelan Financial
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CA | 0.7 |
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Financial Directions LLC
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AZ | 0.7 |
|
PAVE Investment Advisors LLC
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NY | 0.7 |
|
Walled Lake Planning & Wealth Management LLC
✚
|
IL | 0.7 |
|
Hopwood Financial Services Inc
✚
|
VA | 0.7 |
|
BCM Advisors LLC
✚
|
LA | 0.7 |
|
Drucker Wealth 30 LLC
✚
|
0.7 |