SSA Wealth Advisors
Firm details
- Headquarters
- Zurich,
- CRD number
- 161357
- Registered since
- March 29, 2012
- Website
- www.ssa-wa.com
- Custodians
- BSISA, BANQUE SYZ SA, BANCO SANTANDER INTERNATIONAL SA, BAHAMAS BRANCH
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Corporations / Businesses57.11%
- HNWI33.96%
- Individuals8.1%
- Other0.84%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
SSA Wealth Advisors is a corporate Registered Investment Adviser that has been SEC-registered since 2012. The firm serves both individual and family clients as well as institutional clients, providing portfolio management focused on individuals and small businesses. Its ownership structure is listed as a mix of foreign entity and individual ownership. Compensation is primarily a percentage of assets under management, with some arrangements that include performance-based fees. SSA Wealth Advisors does not describe itself as an active ESG investor and is not registered as a multi-state adviser or pension consultant. The firm also lists an affiliation with a banking or thrift institution.
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
- Exchange Traded Equities57%
- Investment Grade Corp Bonds15%
- Cash & Cash Equivalents14%
- Other5%
- US Government Bonds4%
Owners & executives
2 of 2Ivo Kaufmann
Chief Investment OfficerCRD 4412460
Marta Lopez De La Oliva Cases
Chief Compliance OfficerCRD 7610232
Contacts
3 of 5
Antonio Costa Ortuno
DirectorCRD 7832613
Nathalie Chaix
DirectorCRD 7832525
Jean-louis Lovisa
EVPCRD 6031232
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 68Active vs passive
$164M in ETFs
100%
$164M
<1%
$657K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $14.4M | 67,745 | 8.77% |
Location
Zurich, null
Location
Zurich, null
Headquartered in Zurich, null.
- Address
- Uraniastrasse 34
- Office locations
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