Weber Hartmann Vrijhof & Partners Ltd. is a mid-sized advisory firm based in Zurich. It manages $73.3 million of regulatory assets for 97 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of California, Florida, Hawaii, Texas, and Washington.
Weber Hartmann Vrijhof & Partners provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Weber Hartmann Vrijhof & Partners Ltd. is $73.3 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -70% since the beginning of its operation, and $4.45 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Weber Hartmann Vrijhof & Partners Ltd. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, insurance companies, and high net worth individuals. The largest group of clients of Weber Hartmann Vrijhof & Partners is high net worth individuals with 21 clients and $39.53 million of assets under management. Among the 1 most similar advisory firms, Weber Hartmann Vrijhof & Partners has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $73.3 million for 97 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 11% of the firm’s clients are foreign persons or businesses.
Weber Hartmann Vrijhof & Partners doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 57 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Weber Hartmann Vrijhof & Partners Ltd. performs its advisory services is located at Schaffhauserstrasse 418, Zurich, 8050, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 011 41 44 315 77 77 or by fax 011 41 44 315 77 78. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at whvp.ch.