Capital Privé Suisse SA

Capital Privé Suisse SA (CRD# 159909) is a financial advisory firm headquartered in Geneva, . They manage $10,034,536 in 21 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $477,835
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NY, TX, WA

Financial Advisors at Capital Privé Suisse SA
Showing 1 - 4 of 4 top financial advisors.
1
Ann M. Regal
CRD#: 4042482
Rue Du Mont-blanc 7, Geneva, 1201
96
Wealthminder
score

Ann Regal (CRD# 4042482) is an Investment Advisor Representative working at Capital Privé Suisse SA in Geneva, and has over 16 years of experience in the finance industry. Ann Regal has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Brent D. Jaciow
CRD#: 5246439
Rue Du Mont-blanc 7, Geneva, 1201
93
Wealthminder
score

Brent Jaciow (CRD# 5246439) is an Investment Advisor Representative working at Capital Privé Suisse SA in Geneva, and has over 10 years of experience in the finance industry.

3
Jeremy G. Stobie
CRD#: 4044865
107 Spring Street, Ste 2022, Seattle, WA 98104
90
Wealthminder
score

Jeremy Stobie (CRD# 4044865) is an Investment Advisor Representative working at Capital Privé Suisse SA in Seattle, WA and has over 5 years of experience in the finance industry.

4
Steffen Buschbacher
CRD#: 6248267
500 Yale Avenue N., Seattle, WA 98109
89
Wealthminder
score

Steffen Buschbacher (CRD# 6248267) is an Investment Advisor Representative working at Capital Privé Suisse SA in Seattle, WA and has over 2 years of experience in the finance industry.

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