← Back to searchVisit website
MARGNA PEAK ADVISORS AG
CRD 128649 · SEC 801-62473
TÖDISTRASSE 16, ZURICH, LA, CH-8002, Switzerland
Phone
41-43-244-7550
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$372.5M
Discretionary AUM
$189.7M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-18
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 48 | $372.5M |
States served
LA, NY, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD