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).
Total Assets Under Management1,492MILLION
Total Number of Accounts773ACCOUNTS
Average Account Value$1,930,234
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
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
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.
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.