Investment adviser · CRD 157707
ROTHSCHILD WEALTH MANAGEMENT (AMERICAS) AG
Investment adviser filing (IA)
ZURICH, Switzerland · Form ADV filed Jul 6, 2012
- Regulatory AUM
- $1.93M Form ADV · Item 5.F
- Client accounts
- 1 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 6, 2012. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
BELLERIVESTRASSE 203ZURICH, 8008, Switzerland
CRD 157707
Filing source
Form ADV 651194 · Jul 6, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.