Revenue | {{ Info.Revenue | formatUSD }} |
Headquarters | {{ Info.Headquarters }} |
Registration status | Registration Changed to SWISS SELECT ADVISORS, LLC |
As of Date | 06/24/2022 |
Adviser Type - Large advisory firm | |
Number of Employees | 2 |
of those in investment advisory functions | 2 |
AUM* | 179,490,336 |
of that, discretionary | 179,490,336 |
Private Fund GAV* | 0 |
Avg Account Size | 25,641,477 |
% High Net Worth | 71.43% |
SMA’s | Yes |
Private Funds | 0 1 |
Contact Info | 212 xxxxxxx |
Websites |
- High net worth individuals
- Pooled investment vehicles
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees