Belvoir Wealth Management Ag
Belvoir Wealth Management Ag (CRD# 128649) is a financial advisory firm headquartered in Zurich, . They manage $224,325,138 in 38 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management224MILLION
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Total Number of Accounts38ACCOUNTS
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Average Account Value$5,903,293
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NH, NY, PA, TX
Financial Advisors at Belvoir Wealth Management Ag
No Advisor Found.
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