$498.9M Total AUM
$412.7M Disc. AUM
16.1% 3Y CAGR
4 Employees
124 ADV. Clients
15 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-01-2010
- Office Locations
- 1
Office Locations
Stockerstrasse 43 Zurich --
About EVT Financial Advisors
EVT Financial Advisors is a Zurich-based RIA. The firm has been operating for 15 years. Managing $498.9M in total assets under management, with 3 advisory representatives.
Team overview
-- AVG AGE
$166.3M AVG AUM / ADVISOR
$4.0M AVG AUM / CLIENT
15.4 yrs AVG TENURE
4 Employees
3 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
S
STEFAN HUG
Chief Executive Officer
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
G
GEORG MARTI
Chief Financial Officer, MANAGING DIRECTOR
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $412,714,108 | $4,046,217 |
| Non-Discretionary | $86,212,918 | $3,918,769 |
| Total | $498,927,026 | $4,023,605 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available Private Funds:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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