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
Vontobel Swiss Financial Advisers
By the Numbers
-
Total Assets Under Management9,015MILLION
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Total Number of Accounts3,190ACCOUNTS
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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
Registered Investment Advisor
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.
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