Vontobel Asset Management, Inc.

Vontobel Asset Management, Inc. (CRD# 105007) is a financial advisory firm headquartered in New York, NY. They manage $40,455,740,885 in 78 accounts and serve the financial needs of clients across 49 states (or territories).

By the Numbers
  • Total Assets Under Management
    40,456
    MILLION
  • Total Number of Accounts
    78
    ACCOUNTS
  • Average Account Value
    $518,663,345
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, 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, VT, WA, WI, WV

Financial Advisors at Vontobel Asset Management, Inc.
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.