UBS Swiss Financial Advisers AG

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UBS Swiss Financial Advisers AG
CRD #130668
SEC #801-63660
CIK #0001352469
AUM $5.9 BB (53% Disc, 97% US, 2021-03-30)
Employees 63 (67% Investors, 0% Brokers)
Phone41442173100
AddressLoewenstrasse 49
Zurich, Switzerland
Source [IAPD] [EDGAR] [Website]
Total AUM ($BB)
6.04.83.62.41.20.02004201020162022
EDGAR Form CIK 2011 - 2021
13F-NT [0001352469]
Related Firms State AUM ($BB)
UBS Financial Services Inc
NJ 572.5
UBS Asset Management Americas Inc
NY 269.2
UBS Hedge Fund Solutions LLC
CT 37.9
UBS OConnor LLC
IL 14.3
UBS Fund Advisor LLC
NY 7.3
UBS Swiss Financial Advisers AG
5.9
UBS Realty Investors LLC
CT 3.7
UBS Farmland Investors LLC
CT 0.0
Comparable Firms State AUM ($BB)
Seven Post Investment Office LP
CA 6.1
Altair Advisers LLC
IL 6.0
Stonecastle Cash Management LLC
NY 6.0
Sentry Management Inc
TX 6.0
Choate Investment Advisors LLC
MA 5.7
Hoisington Investment Management Co
TX 5.7
Heber Fuger Wendin Inc
MI 5.7
Northwest Capital Management Inc
OR 5.7
The Mather Group LLC
IL 5.6
Sigma Planning Corporation
MI 5.6
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