SWISS AMERICAN ASSET MANAGEMENT
Firm details
- Headquarters
- GLENDALE, Arizona
- CRD number
- 309852
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Swiss American Asset Management LLC is an independent, owner-operated registered investment adviser that serves individual and family clients. The firm charges fees as a percentage of assets under management and combines traditional advisory services—financial planning, portfolio management for individuals and small businesses, and the selection of other advisers—with insurance brokerage activities. The firm is identified as a capital allocator, but it is not flagged as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds83%
- Exchange Traded Equities17%
Contacts
1 of 1YUERG EICHMANN
FounderCRD 6412419
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GLENDALE, AZ
MARICOPA
Location
GLENDALE, AZ
Headquartered in GLENDALE, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 17505 N 79th Ave
- Time zone
- MT (UTC-7)
- Office locations
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