Kaiser Partner Financial Advisors Ltd.

Kaiser Partner Financial Advisors Ltd. (CRD# 149431) is a financial advisory firm headquartered in Zürich, . They manage $296,638,837 in 154 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    297
    MILLION
  • Total Number of Accounts
    154
    ACCOUNTS
  • Average Account Value
    $1,926,226
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
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.

AZ, CA, FL, IL, LA, MA, NJ, NY, TX, VA

Financial Advisors at Kaiser Partner Financial Advisors Ltd.
Showing 1 - 1 of 1 top financial advisors.
1
Sandra M. Louw
CRD#: 6178202
Glärnischstrasse 18, Zürich, 8002
87
Wealthminder
score

Sandra Louw (CRD# 6178202) is an Investment Advisor Representative working at Kaiser Partner Financial Advisors Ltd. in Zürich, and has 1 year of experience in the finance industry.

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