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SWISS FINANCE MANAGEMENT INTERNATIONAL SA
CRD 284408File 801-108532
APPROVED
Retail clients
Filing as of Feb 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$59.0M
Bottom 25% of cohort (national)
Discretionary AUM
$16.3M
Non-discretionary $42.7M
Clients
33
26 accounts
Employees
8
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Nov 10, 2016
- Principal office
- RUE MAURICE, 3, GENEVA, 1204
- Phone
- +41797837160
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $59.0M
- Discretionary AUM
- $16.3M
- Non-discretionary AUM
- $42.7M
- Discretionary accounts
- 12
- Non-discretionary accounts
- 14
- Total accounts
- 26
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | Not reported |
| High net worth individuals | 26 | $59.0M |
| Individuals (other than high net worth individuals) | 6 | Not reported |
Compensation & activities
ADV Items 5E, 5GCompensation
- Commissions
Advisory activities
- Other 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.