Be advised. This firm is no longer registered.

Ubp Investment Advisors SA

Ubp Investment Advisors SA (CRD# 169987) is a financial advisory firm headquartered in Zurich, . They manage $943,146,194 in 214 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
Bahnhofstrasse 1, Zurich, 8022
https://www.ubpias.com
By the Numbers
  • Total Assets Under Management
    943
    MILLION
  • Total Number of Accounts
    214
    ACCOUNTS
  • Average Account Value
    $4,407,225
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, MA, NJ, NY, PA, TX, VA

Financial Advisors at Ubp Investment Advisors SA
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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