Overview
Assets Under Management: $53 million
High-Net-Worth Clients: 25
Average Client Assets: $2.1 million
Frequently Asked Questions
LIGHTHOUSE SWISS WEALTH ADVISORS 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 #164658), LIGHTHOUSE SWISS WEALTH ADVISORS AG is subject to fiduciary duty under federal law.
LIGHTHOUSE SWISS WEALTH ADVISORS AG serves 25 high-net-worth clients according to their SEC filing dated March 05, 2024. View client details ↓
According to their SEC Form ADV, LIGHTHOUSE SWISS WEALTH ADVISORS AG offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
LIGHTHOUSE SWISS WEALTH ADVISORS AG manages $53 million in client assets according to their SEC filing dated March 05, 2024.
According to their SEC Form ADV, LIGHTHOUSE SWISS WEALTH ADVISORS 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: 25
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $2.1 million
Total Client Accounts: 36
Discretionary Accounts: 36
Regulatory Filings
CRD Number: 164658
Filing ID: 1822425
Last Filing Date: 2024-03-05 13:04:00