Overview
Assets Under Management: $140 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 3
Average Client Assets: $32.9 million
Frequently Asked Questions
SWISS SELECT ADVISORS, LLC 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 #151914), SWISS SELECT ADVISORS, LLC is subject to fiduciary duty under federal law.
SWISS SELECT ADVISORS, LLC is headquartered in DALLAS, TX.
SWISS SELECT ADVISORS, LLC serves 3 high-net-worth clients according to their SEC filing dated March 08, 2018. View client details ↓
According to their SEC Form ADV, SWISS SELECT ADVISORS, LLC offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
SWISS SELECT ADVISORS, LLC manages $140 million in client assets according to their SEC filing dated March 08, 2018.
According to their SEC Form ADV, SWISS SELECT ADVISORS, LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.73%
Average Client Assets: $32.9 million
Total Client Accounts: 5
Discretionary Accounts: 5
Regulatory Filings
CRD Number: 151914
Filing ID: 1165847
Last Filing Date: 2018-03-08 16:00:00