Avalor Investment Ag is a large advisory firm based in Zurich. It manages $1.54 billion of regulatory assets for 434 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of New Hampshire.
Avalor Investment Ag provides portfolio management for individuals and small businesses and advisors to av global opportunities fund, investment consolidation and reporting including for assets not under management. 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 Avalor Investment Ag is $1.54 billion. The firm's AUM has grown by 12% since the beginning of its operation, and $1.53 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Avalor Investment Ag for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Avalor Investment Ag is high net worth individuals with 434 clients and $1.54 billion of assets under management. Among the 4 most similar advisory firms, Avalor Investment Ag has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.54 billion for 434 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 98% of the firm’s clients are foreign persons or businesses.
Avalor Investment Ag doesn't advise any private funds.
The company employs 17 people that are either part- or full-time employees. 53 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone 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.
Andrea Reto Mueller has served as the Chief Investment Officer since 1 Jan 2012 and Amaury Jordan is the Chief Executive Officer of Avalor Investment Ag family office. Anja Roemer joined the executive team most recently as the Relationshipmanager.
The principal office where Avalor Investment Ag performs its advisory services is located at Loewenstrasse 3, Zurich, 8001, 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 41 (0)43 443 8383 or by fax 41 (0)43 443 8390. The normal business hours are 08.00 - 17.00 on Monday - Friday. You can find more information about the New York firm at avalor.ch.