Swisspartners Advisors

Swisspartners Advisors (CRD# 148721) is a financial advisory firm headquartered in Zurich, . They manage $550,950,589 in 95 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
Am Schanzengraben 23, Zurich, 8002
https://www.linkedin.com/company/swisspartners-advisors-spa
By the Numbers
  • Total Assets Under Management
    551
    MILLION
  • Total Number of Accounts
    95
    ACCOUNTS
  • Average Account Value
    $5,799,480
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
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.

FL, LA, NY, TX

Financial Advisors at Swisspartners Advisors
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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