Jml Portfolio Management Ag (Zurich Switzerland 6304)

Name: Jml Portfolio Management Ag
Address: Waldmannstrasse 6, Zurich Switzerland 6304, 8001
Telephone: 011 41 44 254 3200

Jml Portfolio Management Ag is a large advisory firm based in Zurich Switzerland 6304. It manages $100 million of regulatory assets for 705 client accounts. It has been registered with the SEC as an adviser since 2001.

Jml Portfolio Management Ag provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jml Portfolio Management Ag: assets under management

The assets under management (AUM) of Jml Portfolio Management Ag is $100 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $100 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $141.84 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jml Portfolio Management Ag for their services and products based on a percentage of assets under management and commissions. 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.

Careers at Jml Portfolio Management Ag

Jml Portfolio Management Ag is owned by Felix Franciskus Horlacher. Curt Schlapfer has been acting as President since 1 Jul 2000. Christoph Mueller joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jml Jurg M Lattmann Holding Ag	Shareholder	1 Sep 1997	75% - 100%	foreign
Felix Franciskus Horlacher	Owner	1 Jan 1998	Other	2625096
Curt Schlapfer	Ceo/director	1 Jul 2000	Other	4366876
Kurt Schlapfer	Ceo/director	1 Jul 2000	Other	4366876
Tobias Stolz	Owner	1 Aug 2001	Other	4499965
Rudolf Omar Dallenbach	Ceo, director	1 Sep 2003	Other	2215523
Juerg Wenger	Ceo, director, chief complaince officer	1 Jun 2005	Other	4975250
Felix Franciskus Horlacher	Chief compliance officer, ceo	1 Dec 2007	Other	2625096
Felix Fischer	Chief compliance officer	1 Dec 2007	Other	2625096
Sfg Semper Fidelis Group Ag	Owner	1 Dec 2008	75% - 100%	foreign

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Jurg M Lattmann	Shareholder	1 Sep 1997	75% - 100%	4366870
Volksbank Vorarlberg E. Gen.	Shareholder	1 Jul 2007	75% - 100%	foreign
Christoph Mueller	Shareholder	1 Apr 2009	75% - 100%	5687901

Based in Zurich Switzerland 6304

The principal office where Jml Portfolio Management Ag performs its advisory services is located at Waldmannstrasse 6, Zurich Switzerland 6304, 8001, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 011 41 44 254 3200 or by fax 011 41 44 254 3201. The normal business hours are 9 am - 5.30 pm on Monday - Friday. You can find more information about the New York firm at www.jml.com.