CRD: 169335
Strategic Swiss Advisors AG
$220.0M Total AUM
$220.0M Disc. AUM
461.1% 3Y CAGR
3 Employees
5 ADV. Clients
12 yrs Firm Age
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- Custodian
- UBS
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-01-2013
- Office Locations
- 1
Office Locations
15 Etzelstrasse Wollerau --
About Strategic Swiss Advisors AG
Strategic Swiss Advisors AG is an independent asset manager in Wollerau, Switzerland providing personalized discretionary portfolio management to global clients with ties to the U.S. The team brings private-banking experience and a transparent Swiss approach, with portfolios focused on fixed income and ETFs for asset allocation and risk management; UBS is a primary custodian.
Team overview
-- AVG AGE
$73.3M AVG AUM / ADVISOR
$44.0M AVG AUM / CLIENT
0.7 yrs AVG TENURE
3 Employees
3 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
CRISTINA NMN MARIN FORRER
Chief Executive Officer
- CRD
- #7211360
- Ownership
- 50% but less than 75%
Available
Available
Available
M
MARKUS RICHARD ANGST
--
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $219,966,617 | $43,993,323 |
| Non-Discretionary | $0 | -- |
| Total | $219,966,617 | $43,993,323 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Private Funds:
Available Other:
Available U.S. Government/Agency:
Available Corporate - Non-Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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