Overview
Assets Under Management: $118 million
High-Net-Worth Clients: 6
Average Client Assets: $9.7 million
Frequently Asked Questions
AQUILA FINVISION AG is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #306917), AQUILA FINVISION AG is subject to fiduciary duty under federal law.
AQUILA FINVISION AG serves 6 high-net-worth clients according to their SEC filing dated May 20, 2024. View client details ↓
According to their SEC Form ADV, AQUILA FINVISION AG offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
AQUILA FINVISION AG manages $118 million in client assets according to their SEC filing dated May 20, 2024.
According to their SEC Form ADV, AQUILA FINVISION AG serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.29%
Average Client Assets: $9.7 million
Total Client Accounts: 62
Discretionary Accounts: 62
Regulatory Filings
CRD Number: 306917
Filing ID: 1877288
Last Filing Date: 2024-05-20 09:28:00