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| Vontobel Swiss Financial Advisers AG
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| CRD # | 130668 |
| SEC # | 801-63660 |
| CIK # | 0001352469 |
| AUM | $8.5 BB (2023-03-29) |
| Employees | 105 (69% Investors, 0% Brokers) |
| Phone | 41582388111 |
| Address | Spluegenstrasse 5 Zurich, Switzerland |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| TSM | 437.4 | 0.9 | |
| MSFT | 1,918.2 | 0.6 | |
| ALC | 33.6 | 0.6 | |
| UBS | 55.4 | 0.5 | |
| LOGI | 8.8 | 0.5 | |
| AAPL | 2,382.8 | 0.4 | |
| PDD | 79.6 | 0.3 | |
| AMAT | 82.7 | 0.3 | |
| BMY | 167.6 | 0.2 | |
| NVDA | 399.6 | 0.2 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 650 | 0.5 |
| (b) Individuals (high net worth individuals) | 1,556 | 6.3 |
| (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 | 185 | 1.5 |
| (n) Other | 23 | 0.1 |
| Total | 3,218 | 8.5 |
| By Discretionary | ||
| Discretionary | 1,693 | 3.9 |
| Non-Discretionary | 1,525 | 4.6 |
| Total | 3,218 | 8.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 7.6 | |
| Total | 3,218 | 8.5 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-NT | [0001352469] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Principal Securities Inc
✚
|
IA | 9.4 |
|
Investment Research & Advisory Group Inc
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|
GA | 9.1 |
|
IFP Advisors LLC
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FL | 8.9 |
|
GW & Wade LLC
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MA | 8.9 |
|
Bridges Investment Management Inc
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NE | 8.7 |
|
The Mather Group LLC
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|
IL | 8.7 |
|
Ameritas Advisory Services LLC
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|
NE | 8.5 |
|
American Portfolios Advisors Inc
✚
|
NY | 8.4 |
|
Sentinel Pension Advisors Inc
✚
|
MA | 8.3 |
|
Smith Shellnut Wilson LLC
✚
|
MS | 7.8 |