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).
Current Firm Details
Swiss American Advisors Ltd.
By the Numbers
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Total Assets Under Management54MILLION
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Total Number of Accounts40ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NE, TX
Financial Advisors at Swiss American Advisors Ltd.
1
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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