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SWISS AMERICAN ASSET MANAGEMENT
SWISS AMERICAN ASSET MANAGEMENT, LLC
CRD 309852
17505 N. 79TH AVENUE, SUITE 112, GLENDALE, AZ, 85308, United States
Phone
602-703-6611
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$15.0M
Discretionary AUM
$15.0M
Team
1 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 127 | $15.0M |
Official SEC filing: View on IAPD