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| Swiss Alpine Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 269906 |
| SEC # | 801-101494 |
| CIK # | |
| AUM | $1.1 MM (2023-03-10) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 410244942641 |
| Address | Route Des Esserts 12 Leysin, Switzerland |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($1000's) |
|---|
| AUM Breakdown | Accounts | AUM ($1000's) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 1,100.5 |
| (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 | 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 | 13 | 1,100.5 |
| By Discretionary | ||
| Discretionary | 13 | 1,100.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 13 | 1,100.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,100.5 | |
| Total | 13 | 1,100.5 |
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|---|---|---|
|
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|
TX | 0.0 |
|
Fingage Advisors LLC
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|
CA | 0.0 |
|
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IL | 0.0 |
|
Aghaz Investment Advisors LLC
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|
TX | 0.0 |
|
Verner Edward Anthony
✚
|
CA | 0.0 |
|
Starship Securities LLC
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NY | 0.0 |
|
Icon Financial Services LLC
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|
OR | 0.0 |
|
Financial Guard LLC
✚
|
UT | 0.0 |
|
Empiric Institutional LLC
✚
|
TX | 0.0 |
|
American Expats in Europe Ltd
✚
|
0.0 |