Swisspartners Advisors

Swisspartners Advisors (CRD# 148721) is a financial advisory firm headquartered in Zurich, . They manage $365,861,138 in 86 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    366
    MILLION
  • Total Number of Accounts
    86
    ACCOUNTS
  • Average Account Value
    $4,254,199
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

FL, LA, NY, TX

Financial Advisors at Swisspartners Advisors
No Advisor Found.
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