Overview
Assets Under Management: $169 million
High-Net-Worth Clients: 73
Average Client Assets: $2 million
Frequently Asked Questions
SEQUOIA SWISS FINANCIAL 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 #158031), SEQUOIA SWISS FINANCIAL ADVISORS AG is subject to fiduciary duty under federal law.
SEQUOIA SWISS FINANCIAL ADVISORS AG serves 73 high-net-worth clients according to their SEC filing dated February 20, 2025. View client details ↓
According to their SEC Form ADV, SEQUOIA SWISS FINANCIAL ADVISORS AG offers portfolio management for individuals. View all service details ↓
SEQUOIA SWISS FINANCIAL ADVISORS AG manages $169 million in client assets according to their SEC filing dated February 20, 2025.
According to their SEC Form ADV, SEQUOIA SWISS FINANCIAL ADVISORS AG serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 73
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.52
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 101
Discretionary Accounts: 62
Non-Discretionary Accounts: 39
Regulatory Filings
CRD Number: 158031
Last Filing Date: 2025-02-20 00:00:00
Website: https://sequoia-sfa.ch