Vontobel Swiss Financial Advisers

Vontobel Swiss Financial Advisers (CRD# 130668) is a financial advisory firm headquartered in Zurich, . They manage $9,014,700,961 in 3,190 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
Spluegenstrasse 5, Zurich, 8022
http://www.vontobelsfa.com
By the Numbers
  • Total Assets Under Management
    9,015
    MILLION
  • Total Number of Accounts
    3,190
    ACCOUNTS
  • Average Account Value
    $2,825,925
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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Vontobel Swiss Financial Advisers
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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