Investment adviser · CRD 147830

SWISS ASSET ADVISORS, A.G.

Investment adviser filing (IA)

ZUG, Switzerland · Form ADV filed Mar 7, 2014

Regulatory AUM
$237K
Form ADV · Item 5.F
Client accounts
95
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Mar 7, 2014. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

GRIENBACHSTRASSE 11
ZUG, 6300, Switzerland

CRD 147830

Filing source

Form ADV 796302 · Mar 7, 2014 · 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.