Overview
Assets Under Management: $1.9 billion
Frequently Asked Questions
AVALOR INVESTMENT 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 #283227), AVALOR INVESTMENT AG is subject to fiduciary duty under federal law.
According to their SEC Form ADV, AVALOR INVESTMENT AG offers portfolio management for individuals. View all service details ↓
AVALOR INVESTMENT AG manages $1.9 billion in client assets according to their SEC filing dated February 13, 2024.
According to their SEC Form ADV, AVALOR INVESTMENT AG serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Total Client Accounts: 525
Discretionary Accounts: 451
Non-Discretionary Accounts: 74
Regulatory Filings
CRD Number: 283227
Filing ID: 1813902
Last Filing Date: 2024-02-13 08:53:00