|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Vontobel Swiss Financial Advisers AG
✚
|
|
|---|---|
| CRD # | 130668 |
| SEC # | 801-63660 |
| CIK # | 0001352469 |
| AUM | $9.3 B (2025-07-29) |
| Employees | 100 (78% Investors, 0% Brokers) |
| Phone | 41582388111 |
| Address | Spluegenstrasse 5 Zurich, Switzerland |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 1.8 | ||
| Amazon Com Inc | 1.2 | ||
| Coca Cola Co | 1.1 | ||
| Facebook Inc | 0.9 | ||
| Abbott Laboratories | 0.9 | ||
| Nvidia Corp | 0.8 | ||
| CME Group Inc | 0.8 | ||
| Mastercard Inc | 0.8 | ||
| Alphabet Inc | 0.7 | ||
| Ritchie Bros Auctioneers Inc | 0.7 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 550 | 0.4 |
| (b) Individuals (high net worth individuals) | 1,599 | 7.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 204 | 1.7 |
| (n) Other | 16 | 0.1 |
| Total | 3,234 | 9.3 |
| By Discretionary | ||
| Discretionary | 1,679 | 4.0 |
| Non-Discretionary | 1,555 | 5.3 |
| Total | 3,234 | 9.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 8.2 | |
| Total | 3,234 | 9.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001352469] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Mainstay Capital Management LLC
✚
|
MI | 4.5 |
|
Stash Investments LLC
✚
|
NY | 4.2 |
|
Maseco LLP
✚
|
3.8 | |
|
Stoker Ostler Wealth Advisors Inc
✚
|
AZ | 3.1 |
|
Roffman Milller Associates Inc
✚
|
PA | 2.9 |
|
Bogart Wealth LLC
✚
|
VA | 2.7 |
|
Chas P Smith & Associates PA Cpa's
✚
|
FL | 2.7 |
|
Berger Financial Group Inc
✚
|
MN | 2.5 |
|
Baltimore-Washington Financial Advisors Inc
✚
|
MD | 2.5 |
|
Key Financial Inc
✚
|
PA | 2.5 |