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EVT FINANCIAL ADVISORS
EVT FINANCIAL ADVISORS AG
CRD 155268 · SEC 801-71927
STOCKERSTRASSE 43, ZURICH, AZ, 8002, Switzerland
Phone
+41 44 204 20 50
Fax
+41 44 204 20 59
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$498.9M
Discretionary AUM
$412.7M
Team
4 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-18
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 42 | $25.8M |
| High net worth individuals | 82 | $473.1M |
States served
AZ, CA, IL, MI, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD