$1.0M Total AUM
$1.0M Disc. AUM
-- 3Y CAGR
9 Employees
2 ADV. Clients
12 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-25-2013
- Office Locations
- 1
Office Locations
RUE DES Alpes 7 Geneva --
About Envisage
Envisage is a Geneva-based RIA. The firm has been operating for 12 years. Managing $1.0M in total assets under management, with 6 advisory representatives.
Team overview
-- AVG AGE
$174.1K AVG AUM / ADVISOR
$522.2K AVG AUM / CLIENT
1.6 yrs AVG TENURE
9 Employees
6 Advisory Reps
0 RIA Reps
12yrs Firm Age
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
D
DIDIER DESPLAND
Chief Operating Officer, DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
S
SEBASTIAN JECK
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,044,497 | $1,044,497 |
| Non-Discretionary | $0 | -- |
| Total | $1,044,497 | $1,044,497 |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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