Finaport Asset Management Ag is an adviser based in 8001 Zurich. It manages $95.21 million of regulatory assets for 41 client accounts. It has been registered with the SEC as an adviser since 2016.
Finaport Asset Management Ag provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Finaport Asset Management Ag is $95.21 million. The firm's AUM has gone down by -20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Finaport Asset Management Ag for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Finaport Asset Management Ag is individuals with 40 clients and $66.31 million of assets under management. Among the 10 most similar advisory firms, Finaport Asset Management Ag has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $95.21 million for 41 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Finaport Asset Management Ag doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Finaport Asset Management Ag performs its advisory services is located at Fraumunsterstrasse 9, 8001 Zurich, , 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 0041 44 217 7050 or by fax 0041 44 217 7058. The normal business hours are 8:00 to 5:00 (zurich time) on Monday - Friday. You can find more information about the New York firm at finaport.com.