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PICTET NORTH AMERICA ADVISORS SA
CRD 142512 · SEC 801-67491
48 ROUTE DES ACACIAS, GENEVA 73, AZ, 1211, Switzerland
Phone
+41.22.307.9000
Fax
+41.22.307.9001
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.30B
Discretionary AUM
$5.30B
Team
18 total employees; 18 advisory reps; 576 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-12
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 152 | $26.4M |
| High net worth individuals | 491 | $4.10B |
| Charitable organizations | 7 | $6.7M |
| Corporations/business entities | 150 | $1.17B |
States served
AZ, CA, CO, DE, DC, GA, IL, IN, LA, MD, MA, MI, MN, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, VA, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD