Overview
Assets Under Management: $2.2 billion
High-Net-Worth Clients: 607
Average Client Assets: $3.4 million
Frequently Asked Questions
VONTOBEL SWISS WEALTH 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 #154750), VONTOBEL SWISS WEALTH ADVISORS AG is subject to fiduciary duty under federal law.
VONTOBEL SWISS WEALTH ADVISORS AG serves 607 high-net-worth clients according to their SEC filing dated October 16, 2018. View client details ↓
According to their SEC Form ADV, VONTOBEL SWISS WEALTH ADVISORS AG offers portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
VONTOBEL SWISS WEALTH ADVISORS AG manages $2.2 billion in client assets according to their SEC filing dated October 16, 2018.
According to their SEC Form ADV, VONTOBEL SWISS WEALTH ADVISORS AG serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 607
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.79%
Average Client Assets: $3.4 million
Total Client Accounts: 979
Discretionary Accounts: 416
Non-Discretionary Accounts: 563
Regulatory Filings
CRD Number: 154750
Filing ID: 1246033
Last Filing Date: 2018-10-16 08:15:00