Overview
Assets Under Management: $59 million
High-Net-Worth Clients: 26
Average Client Assets: $2.3 million
Frequently Asked Questions
SWISS FINANCE MANAGEMENT INTERNATIONAL SA 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 #284408), SWISS FINANCE MANAGEMENT INTERNATIONAL SA is subject to fiduciary duty under federal law.
SWISS FINANCE MANAGEMENT INTERNATIONAL SA serves 26 high-net-worth clients according to their SEC filing dated February 12, 2026. View client details ↓
According to their SEC Form ADV, SWISS FINANCE MANAGEMENT INTERNATIONAL SA offers portfolio management for individuals. View all service details ↓
SWISS FINANCE MANAGEMENT INTERNATIONAL SA manages $59 million in client assets according to their SEC filing dated February 12, 2026.
According to their SEC Form ADV, SWISS FINANCE MANAGEMENT INTERNATIONAL SA serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $2.3 million
Total Client Accounts: 26
Discretionary Accounts: 12
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 284408
Filing ID: 2049602
Last Filing Date: 2026-02-12 08:59:20