Swiss American Advisors Ltd.

Swiss American Advisors Ltd. (CRD# 152531) is a financial advisory firm headquartered in Zuerich, . They manage $54,346,673 in 40 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $1,358,667
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NE, TX

Financial Advisors at Swiss American Advisors Ltd.
Showing 1 - 1 of 1 top financial advisors.
1
Otto E. Hueppi
CRD#: 7379635
Bellerivestrasse 67, Zuerich, 8008

Otto Hueppi (CRD# 7379635) is an Investment Advisor Representative working at Swiss American Advisors Ltd. in Zuerich, and has 1 year of experience in the finance industry.

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