Strategic Swiss Advisors AG

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Assets, Funds, Holdings

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Strategic Swiss Advisors AG
CRD #169335
SEC #801-78725
CIK #
AUM $220.0 M (2026-03-18)
Employees 3 (100% Investors, 0% Brokers)
Phone41586806410
Address15 Etzelstrasse
Wollerau, Switzerland
Source [IAPD] [Website] [LinkedIn]
Total AUM ($B)
3.02.41.81.20.60.02010201520212027
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 5 0.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 5 0.2
By Discretionary
Discretionary 5 0.2
Non-Discretionary 0 0.0
Total 5 0.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.2
Total 5 0.2
Comparable Firms State AUM ($B)
Lyle Allan Glen
CA 0.2
Para Wealth Advisors Inc
WA 0.2
Intrinsic Value Partners LLC
AZ 0.2
Great Gable Advisors LLC
CA 0.2
Asset Management Strategies Inc
IN 0.2
Streeter Moore & Stipe LLC
OK 0.2
Motiv8 Investments LLC
FL 0.2
Four Quadrant Wealth Advisors Inc
IN 0.2
Clerou Romain Pierre Walsh
0.2
Christian Investment Advisors Inc
TX 0.2
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