Overview
Assets Under Management: $299 million
High-Net-Worth Clients: 20
Average Client Assets: $7.3 million
Frequently Asked Questions
CRYSTAL ASSET MANAGEMENT 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 #166429), CRYSTAL ASSET MANAGEMENT AG is subject to fiduciary duty under federal law.
CRYSTAL ASSET MANAGEMENT AG serves 20 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, CRYSTAL ASSET MANAGEMENT AG offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
CRYSTAL ASSET MANAGEMENT AG manages $299 million in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, CRYSTAL ASSET MANAGEMENT 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: 20
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.88%
Average Client Assets: $7.3 million
Total Client Accounts: 31
Discretionary Accounts: 31
Regulatory Filings
CRD Number: 166429
Filing ID: 1855240
Last Filing Date: 2024-03-29 09:29:00