Swiss Asset Advisors, LLC is an adviser based in Zug. It manages $4 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California, Connecticut, Florida, and 12 other states.
Swiss Asset Advisors provides portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Swiss Asset Advisors, LLC is $4 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Swiss Asset Advisors, LLC for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Swiss Asset Advisors, LLC performs its advisory services is located at Grienbachstrasse 11, 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 41417264334 or by fax 41417264243. The normal business hours are 9:00am-5:00pm on Monday - Friday.