← Directory

STRATEGIC SWISS ADVISORS AG

CRD 169335File 801-78725
APPROVED
Retail clients
Filing as of Jul 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$220.0M
Below cohort median (national)
Discretionary AUM
$220.0M
Clients
5
5 accounts
Employees
3

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
HQ
Registration date
Nov 1, 2013
Principal office
15 ETZELSTRASSE, WOLLERAU, CH8832
Phone
+41 58 680 64 10

Assets & accounts

ADV Item 5F
Total regulatory AUM
$220.0M
Discretionary AUM
$220.0M
Non-discretionary AUM
$0
Discretionary accounts
5
Non-discretionary accounts
0
Total accounts
5
AUM per client
$44.0M

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals5$220.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.