Swiss Finance Private Wealth Management LLC

EST. AUM
$101,191,274

CONTACTS

CLIENT ACCOUNTS
3

Firm Details

Metro area New York City
CRD Number 342936
Website swissfinancewealth.com
Client types

Overview

Swiss Finance Private Wealth Management LLC (operating as Swiss Finance Wealth) is an independent SEC-registered investment advisor (RIA) headquartered in Stamford, Connecticut. The firm provides personalized fiduciary wealth management, discretionary portfolio allocation, financial planning, and cross-border asset management services tailored for ultra-high-net-worth individuals, families, and private client accounts.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Swiss Finance Private Wealth Management LLC

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company