Swiss Usadvisors Ltd. is an adviser based in Zurich. It manages $250 million of regulatory assets for 100 client accounts. It has been registered with the SEC as an adviser since 2011.
Swiss Usadvisors 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 Swiss Usadvisors Ltd. is $250 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 221% since the beginning of its operation, and $100 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Swiss Usadvisors Ltd. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Swiss Usadvisors is high net worth individuals with 100 clients and $250 million of assets under management. Among the 11 most similar advisory firms, Swiss Usadvisors has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $250 million for 100 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.
Swiss Usadvisors doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 50 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 Swiss Usadvisors Ltd. performs its advisory services is located at Fraumuensterstrasse 13, 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 58 680 36 44. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at swiss-usadvisors.ch.