SWISS USADVISORS
  • SWISS USADVISORS
  • SWISS USADVISORS LTD.

Adviser Profile

As of Date 02/25/2026
Registration SEC, Approved, 01/06/2012
ADV Location ZURICH, Switzerland
Contact Info 41 xxxxxxx
Websites
AUM* 250,000,000
of that, discretionary 250,000,000
Number of Employees 4
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 2,500,000
% High Net Worth 100.00%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

250M 214M 179M 143M 107M 71M 36M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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