Overview
Assets Under Management: $1.3 billion
High-Net-Worth Clients: 65
Average Client Assets: $8.5 million
Frequently Asked Questions
VALEUR FIDUCIARIA 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 #284243), VALEUR FIDUCIARIA SA is subject to fiduciary duty under federal law.
VALEUR FIDUCIARIA SA serves 65 high-net-worth clients according to their SEC filing dated March 28, 2018. View client details ↓
According to their SEC Form ADV, VALEUR FIDUCIARIA SA offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
VALEUR FIDUCIARIA SA manages $1.3 billion in client assets according to their SEC filing dated March 28, 2018.
According to their SEC Form ADV, VALEUR FIDUCIARIA SA 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: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.34%
Average Client Assets: $8.5 million
Total Client Accounts: 388
Discretionary Accounts: 374
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 284243
Filing ID: 1176029
Last Filing Date: 2018-03-28 05:24:00