Be advised. This firm is no longer registered.

Vontobel Swiss Wealth Advisors Ag

Vontobel Swiss Wealth Advisors Ag (CRD# 154750) is a financial advisory firm headquartered in Zurich, . They manage $3,758,777,089 in 1,397 accounts and serve the financial needs of clients across 52 states (or territories).

Current Firm Details
Splugenstrasse 5, Zurich, CH-80
http://www.vontobeladvisors.com
By the Numbers
  • Total Assets Under Management
    3,759
    MILLION
  • Total Number of Accounts
    1,397
    ACCOUNTS
  • Average Account Value
    $2,690,606
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
  • 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, VT, WA, WI, WV, WY

Financial Advisors at Vontobel Swiss Wealth Advisors Ag
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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