|
⚲
|
| St Columbanus AG
✚
| |
|---|---|
| CRD # | 169895 |
| SEC # | 801-78990 |
| CIK # | |
| AUM | $54.0 MM (2024-03-18) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 41712457678 |
| Address | Alte Haslenstrasse 5 Teufen, Switzerland |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 9.6 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 24.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 17.7 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.6 |
| (n) Other | 0 | 0.0 |
| Total | 14 | 54.0 |
| By Discretionary | ||
| Discretionary | 8 | 42.3 |
| Non-Discretionary | 6 | 11.7 |
| Total | 14 | 54.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 17.7 | |
| United States Persons | 36.3 | |
| Total | 14 | 54.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Leslie Marie Giordano
✚
|
NY | 0.1 |
|
Smart Steps Wealth Management LLC
✚
|
MO | 0.1 |
|
Franco Financial Advisors Inc
✚
|
NY | 0.1 |
|
Stavis Wealth Transfer Solutions LLC
✚
|
TX | 0.1 |
|
Network Investment Advisors Incorporated
✚
|
NY | 0.1 |
|
Beyond Wealth Advisory LLC
✚
|
CA | 0.1 |
|
Dynamic Trading Management LLC
✚
|
NY | 0.1 |
|
Morrison Fiduciary Advisors Inc
✚
|
PA | 0.1 |
|
Mtier Capital LLC
✚
|
NY | 0.1 |
|
Lighthouse Swiss Wealth Advisors AG
✚
|
0.1 |