VONTOBEL SWISS FINANCIAL ADVISERS

VONTOBEL SWISS FINANCIAL ADVISERS AG

CRD 130668 · SEC 801-63660

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SPLUEGENSTRASSE 5, ZURICH, VT, 8022, Switzerland

Phone

+41-58-2388111

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$11.94B

Discretionary AUM

$5.39B

Team

105 total employees; 60 advisory reps; 308 broker-dealer reps

Clients

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Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

Services

Portfolio management (individuals)

Client types

Type	Clients	AUM
Individuals	450	$430.6M
High net worth individuals	1875	$9.30B
Charitable organizations	6	$76.1M
Corporations/business entities	238	$2.06B

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

https://www.linkedin.com/company/vontobel/
HTTP://WWW.VONTOBELSFA.COM

Official SEC filing: View on IAPD