Lighthouse Swiss Wealth Advisors Ag is an adviser based in Zug. It manages $11.35 million of regulatory assets for 25 client accounts. It has been registered with the SEC as an adviser since 2012.
Lighthouse Swiss Wealth Advisors Ag 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.
The assets under management (AUM) of Lighthouse Swiss Wealth Advisors Ag is $11.35 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Lighthouse Swiss Wealth Advisors Ag for their services and products based on a percentage of assets under management and fixed fees. 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 only and largest group of clients of Lighthouse Swiss Wealth Advisors Ag is high net worth individuals with 25 clients and $11.35 million of assets under management. Among the 1 most similar advisory firms, Lighthouse Swiss Wealth Advisors Ag has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $11.35 million for 25 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.
Lighthouse Swiss Wealth Advisors Ag doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 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 Lighthouse Swiss Wealth Advisors Ag performs its advisory services is located at Bahnhofstrasse 20, Zug, 6300, 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 +41-41-511-39-05 or by fax +41-41-710-76-49. The normal business hours are 8am-5:30pm central european time on Monday - Friday.