MARCUARD FAMILY OFFICE LTD

CRD 155003 · SEC 801-71914

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BELLERIVESTRASSE 36, ZURICH, TX, 8008, Switzerland

Phone

41 (43) 344 60 00

Fax

41 (43) 344 60 01

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$8.66B

Discretionary AUM

$4.10B

Team

36 total employees; 19 advisory reps; 42 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees

Org form

Corporation

Filing date

2026-04-21

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersPublication of periodicalsFAMILY GOVERNANCE SERVICES

Client types

Type	Clients	AUM
Individuals	12	$2.9M
High net worth individuals	65	$5.51B
Pooled investment vehicles	1	$3.2M
Charitable organizations	6	$31.1M
Insurance companies	2	$7.5M
Corporations/business entities	53	$3.10B

States served

TX, FL

All web addresses on file

https://www.linkedin.com/company/marcuard-family-office
https://www.marcuardfamilyoffice.com/

Official SEC filing: View on IAPD