Vontobel Swiss Wealth Advisors Ag

Vontobel Swiss Wealth Advisors Ag (CRD# 154750) is a financial advisory firm headquartered in Zurich, . They manage $1,492,070,865 in 773 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,492
    MILLION
  • Total Number of Accounts
    773
    ACCOUNTS
  • Average Account Value
    $1,930,234
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
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.

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

Financial Advisors at Vontobel Swiss Wealth Advisors Ag
Showing 1 - 2 of 2 top financial advisors.
1
Deepak Soni
CRD#: 5611418
Gotthardstrasse 43, Zurich, CH -
93
Wealthminder
score

Deepak Soni (CRD# 5611418) is an Investment Advisor Representative working at Vontobel Swiss Wealth Advisors Ag in Zurich, and has over 7 years of experience in the finance industry.

2
Jakob M. Schroeter
CRD#: 6650283
100 Crescent Court, Suite 825, Dallas, TX 75201
90
Wealthminder
score

Jakob Schroeter (CRD# 6650283) is an Investment Advisor Representative working at Vontobel Swiss Wealth Advisors Ag in Dallas, TX and has 1 year of experience in the finance industry.

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