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SWISS USADVISORS

SWISS USADVISORS LTD.

CRD 158706 · SEC 801-72787

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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FRAUMUENSTERSTRASSE 13, ZURICH, 8001, Switzerland

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$250.0M

Discretionary AUM

$250.0M

Team

4 total employees; 2 advisory reps; 100 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Performance-based fees

Org form

Corporation

Filing date

2026-02-25

Disciplinary history

Yes

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  • SEC IAPD →

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck →

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Services

Portfolio management (individuals)

Client types

TypeClientsAUM
High net worth individuals100$250.0M

All web addresses on file

Official SEC filing: View on IAPD