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Swiss Asset Advisors, A.G. (Zug)


Swiss Asset Advisors, A.G. is an adviser based in Zug. It manages $237 thousand of regulatory assets for 95 client accounts. It has been registered with the SEC as an adviser since 2008.




Swiss Asset Advisors, A.G provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Swiss Asset Advisors, A.G: assets under management

The assets under management (AUM) of Swiss Asset Advisors, A.G. is $237 thousand. The firm's AUM has gone down by -100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $177 thousand in discretionary accounts and $60 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.53 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.4 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Swiss Asset Advisors, A.G. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Endeavour Insurance Company Segregated Account Policy Holder Dva 2006 011 Sole shareholder 1 Apr 2008 75% - 100% foreign
Crown Global Life Insurance Ltd. Iro Separate Account 30101 Sole shareholder 1 Apr 2008 75% - 100% foreign

Based in Zug

The principal office where Swiss Asset Advisors, A.G. performs its advisory services is located at Grienbachstrasse 11, Zug, 6300, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number +41 41 726 4334 or by fax +41 41 726 4243. The normal business hours are 9am-5pm on Monday - Friday.


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