Louisiana · 2 advisers
Financial Advisors in Zurich, Louisiana
Looking for a financial advisor in Zurich, Louisiana? Falists indexes 2 SEC-registered and state-registered investment advisers in Zurich — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $488.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
2
Largest AUM
$488.5M
Financial planning
0
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Zurich
Ranked by AUM · Fees, team & specialties at a glance
PARKVIEW LTD.
Zurich, LA
AUM
$488.5M
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
+41 44 283 40 80
MARGNA PEAK ADVISORS AG
Zurich, LA
AUM
$372.5M
Team
3 advisors
Clients
0
Fees
Percentage of AUM
41-43-244-7550
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Common questions
- How many financial advisors are in Zurich, Louisiana?
- 2 registered investment advisers are listed in our Zurich directory, sourced from public SEC filings.
- What types of advisors are in Zurich?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Zurich?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.