Overview
Assets Under Management: $220 million
High-Net-Worth Clients: 5
Average Client Assets: $44.0 million
Frequently Asked Questions
STRATEGIC SWISS 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 #169335), STRATEGIC SWISS ADVISORS AG is subject to fiduciary duty under federal law.
STRATEGIC SWISS ADVISORS AG serves 5 high-net-worth clients according to their SEC filing dated March 18, 2026. View client details ↓
According to their SEC Form ADV, STRATEGIC SWISS ADVISORS AG offers portfolio management for individuals. View all service details ↓
STRATEGIC SWISS ADVISORS AG manages $220 million in client assets according to their SEC filing dated March 18, 2026.
According to their SEC Form ADV, STRATEGIC SWISS ADVISORS AG serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $44.0 million
Total Client Accounts: 5
Discretionary Accounts: 5
Regulatory Filings
CRD Number: 169335
Filing ID: 2052509
Last Filing Date: 2026-03-18 10:18:50