Overview
Assets Under Management: $500 million
High-Net-Worth Clients: 300
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 300
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 300
Discretionary Accounts: 155
Non-Discretionary Accounts: 145
Regulatory Filings
CRD Number: 164222
Last Filing Date: 2025-02-11 00:00:00
Website: https://capitalia.ch