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KAISER PARTNER FINANCIAL ADVISORS LTD.
Investment Advice|Z�RICH
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$981.7M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 258.2M |
| Non-Discretionary | 723.5M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 149431 |
| SEC Number | 801-70234 |
| Street Address | 16 FREIGUTSTRASSE |
| Location | Z�RICH 8002 |
| Country | Switzerland |
| Phone | +41 44 752 51 52 |
| Fax | +41 44 752 51 53 |
| Total Employees | 5 |
Client Count by Type (210 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 103 |
| Corporations/Businesses | 66 |
| Individuals (other than H… | 37 |
| Charitable Organizations | 2 |
| Insurance Companies | 2 |
County data not available for this organization.