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| Vontobel Swiss Financial Advisers AG
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|---|---|
| CRD # | 130668 |
| SEC # | 801-63660 |
| CIK # | 0001352469 |
| AUM | $11.9 B (2026-03-31) |
| Employees | 105 (57% Investors, 1% Brokers) |
| Phone | 41582388111 |
| Address | Spluegenstrasse 5 Zurich, Switzerland |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 1.2 | ||
| Nvidia Corp | 1.0 | ||
| Amazon Com Inc | 0.8 | ||
| Waste Management Inc | 0.7 | ||
| Alphabet Inc | 0.6 | ||
| CME Group Inc | 0.6 | ||
| UBS Group AG | 0.6 | ||
| Coca Cola Co | 0.5 | ||
| Broadcom Inc | 0.5 | ||
| Boston Scientific Corp | 0.5 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 450 | 0.4 |
| (b) Individuals (high net worth individuals) | 1,875 | 9.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 238 | 2.1 |
| (n) Other | 14 | 0.1 |
| Total | 3,488 | 11.9 |
| By Discretionary | ||
| Discretionary | 1,959 | 5.4 |
| Non-Discretionary | 1,529 | 6.6 |
| Total | 3,488 | 11.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.4 | |
| United States Persons | 10.6 | |
| Total | 3,488 | 11.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001352469] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
PFS Investments Inc
✚
|
GA | 15.5 |
|
Acorns Advisers LLC
✚
|
CA | 13.4 |
|
Vanguard Personalized Indexing Management
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|
CA | 11.4 |
|
Apella Capital LLC
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|
CT | 11.1 |
|
Facet Wealth Inc
✚
|
FL | 6.0 |
|
Evanson Asset Management LLC
✚
|
5.9 | |
|
T Rowe Price Advisory Services Inc
✚
|
MD | 5.9 |
|
Evanson Financial LLC
✚
|
5.8 | |
|
Klingman and Associates LLC
✚
|
NY | 5.7 |
|
Pacific Financial Group Inc
✚
|
TN | 5.1 |