Sallfort Advisors Ltd. (Zuerich, Zuerich)

Sallfort Advisors provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sallfort Advisors: assets under management

The assets under management (AUM) of Sallfort Advisors Ltd. is $44.19 million. The firm's AUM has grown by 240% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $4.29 million in discretionary accounts and $39.9 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.07 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.25 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sallfort Advisors Ltd. for their services and products based on a percentage of assets under management and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Based in Zuerich, Zuerich

The principal office where Sallfort Advisors Ltd. performs its advisory services is located at Gartenstrasse 36, Zuerich, Zuerich, 8002, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 011 41 43 343 95 65 or by fax 011 41 43 343 95 67. The normal business hours are 8 am to 5 pm on Monday - Friday.

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