| Name | Title | Ownership | Since |
|---|---|---|---|
| Hanno Hermann Huber Control | Cio | 25-50% | 2023 |
| Procent Concept AG | Shareholder | 5-10% | 2012 |
| Thomas Walter Lehmann Control | Chief Compliance Officer, Ceo | 25-50% | 2011 |
Sequoia Swiss Financial Advisors AG reports $169.3 million in regulatory assets under management on its Form ADV.
Sequoia Swiss Financial Advisors AG reports 2 employees.
Sequoia Swiss Financial Advisors AG is based in Zurich and has been SEC-registered since 2011.
Sequoia Swiss Financial Advisors AG is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | Weinplatz 7, Zurich 8001 |
| Phone | +41 44 575 22 20 |
| Fax | +41 44 575 22 29 |
| Office hours | 8:30 - 17:00 |
| SEC region | HQ |
| Discloses disciplinary history | No |
| Discretionary | $111.2M |
| Non-discretionary | $58.2M |
| Total (RAUM) | $169.3M |