Overview
Assets Under Management: $84 million
High-Net-Worth Clients: 16
Average Client Assets: $4.9 million
Frequently Asked Questions
BGL FAMILY OFFICE 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 #158222), BGL FAMILY OFFICE AG is subject to fiduciary duty under federal law.
BGL FAMILY OFFICE AG serves 16 high-net-worth clients according to their SEC filing dated December 04, 2018. View client details ↓
According to their SEC Form ADV, BGL FAMILY OFFICE AG offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
BGL FAMILY OFFICE AG manages $84 million in client assets according to their SEC filing dated December 04, 2018.
According to their SEC Form ADV, BGL FAMILY OFFICE 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: 16
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.58%
Average Client Assets: $4.9 million
Total Client Accounts: 28
Discretionary Accounts: 24
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 158222
Filing ID: 1255468
Last Filing Date: 2018-12-04 11:21:00