Sequoia Swiss Financial Advisors Ag is a large advisory firm based in Zurich. It manages $121.21 million of regulatory assets for 90 client accounts. It has been registered with the SEC as an adviser since 2011.
Sequoia Swiss Financial Advisors Ag provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sequoia Swiss Financial Advisors Ag is $121.21 million. The firm's AUM has gone down by -31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Sequoia Swiss Financial Advisors Ag for their services and products based on a percentage of assets under management. 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.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Sequoia Swiss Financial Advisors Ag is high net worth individuals with 65 clients and $110.11 million of assets under management. Among the 13 most similar advisory firms, Sequoia Swiss Financial Advisors Ag has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $121.21 million for 90 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Sequoia Swiss Financial Advisors Ag doesn't advise any private funds.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Sequoia Swiss Financial Advisors Ag performs its advisory services is located at Weinplatz 7, Zurich, 8001, 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 41 44 575 22 20 or by fax 41 44 575 22 29. The normal business hours are 8:30 - 17:00 on Monday - Friday. You can find more information about the New York firm at sequoia-sfa.ch.