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Lobnek Wealth Management Inc.

● SEC registered since 2016CRD 284024SEC# 801-107956Geneva
Export (members)
Reg. AUM
$9.4M
Employees
4
Accounts
9
Location
Geneva

Lobnek Wealth Management Inc. assets under management

Lobnek Wealth Management Inc. is an SEC-registered investment adviser based in Geneva. The firm has been registered since 2016. It reports $9.4 million in regulatory assets under management and employs 4 people.

Lobnek Wealth Management Inc. owners & executives

4 reported
NameTitleOwnershipSince
Gianpiero Sturzo ControlChief Compliance Officer And Chief Operating OfficerUnder 5%2016
Lobnek Wealth Management S.A. ControlParentOver 75%2016
Marc Antoine Moret ControlChief Executive Officer, President And DirectorUnder 5%2013
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Frequently asked questions

How much does Lobnek Wealth Management Inc. manage?

Lobnek Wealth Management Inc. reports $9.4 million in regulatory assets under management on its Form ADV.

How many employees does Lobnek Wealth Management Inc. have?

Lobnek Wealth Management Inc. reports 4 employees.

Where is Lobnek Wealth Management Inc. located?

Lobnek Wealth Management Inc. is based in Geneva and has been SEC-registered since 2016.

Does Lobnek Wealth Management Inc. disclose fund performance?

Lobnek Wealth Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7, Rue de la Confederation, Geneva 1204
Phone011417189030
Office hours8a.m. To 6p.m. Cet
SEC regionHQ
Discloses disciplinary historyNo

Assets under management

Discretionary$9.4M
Non-discretionary$0
Total (RAUM)$9.4M