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Adviser Profile

As of Date 03/28/2024
Adviser Type - Outside the United States
Number of Employees 1
of those in investment advisory functions 1
Registration SEC, Approved, 01/03/2018
AUM* 0
of that, discretionary 0
Private Fund GAV* 0
SMA’s No
Private Funds 0
Contact Info +41 xxxxxxx
Websites

Client Types

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
1 1 1 1
2017 2019 2020 2021 2022 2023

Private Funds

No private funds

Employees

Brochure Summary