EVT FINANCIAL ADVISORS
Firm details
- Headquarters
- ZURICH,
- CRD number
- 155268
- Registered since
- October 25, 2010
- Website
- www.evtfa.com
- Custodians
- VONTOBEL, NPB
- Fee structure
- Percentage of AUM
- Client types
- HNWI94.83%
- Individuals5.17%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
EVT Financial Advisors is a privately owned corporate RIA that has been SEC-registered since 2010. The firm primarily serves individual and family clients and bills for advice on a percentage-of-AUM basis. Its stated advisory activity centers on portfolio management for individuals and small businesses. EVT is not positioned as a capital allocator or pension consultant, does not identify as an active ESG investor, and does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities61%
- Investment Grade Corp Bonds19%
- Cash & Cash Equivalents11%
- Private Funds5%
- Other4%
Owners & executives
2 of 2STEFAN HUG
Chief Executive OfficerCRD 5850459
GEORG MARTI
Managing Director, Chief Financial OfficerCRD 5850462
Contacts
1 of 1DINO PRESTA
Client AdvisorCRD 5850463
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ZURICH, null
Location
ZURICH, null
Headquartered in ZURICH, null.
- Address
- Stockerstrasse 43
- Office locations
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