Envisage Gmbh. (Zürich)

Name: Envisage Gmbh.
Address: Hornbachstrasse 50, Zürich, 8008
Telephone: +41 44 389 8412

Envisage Gmbh. is an adviser based in Zürich. It has been registered with the SEC as an adviser since 2013.

Envisage Gmbh provides financial planning services, selection of other advisers, and intermediation of private placement life insurance. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Envisage Gmbh. for their services and products based on hourly charges, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Envisage Gmbh serves?

The firm provides services to insurance companies and high net worth individuals. The largest group of clients of Envisage Gmbh is insurance companies with 1 clients and $0 of assets under management. Among the 0 most similar advisory firms, Envisage Gmbh has the 0th lowest percentage of insurance companies out of all clients.

10% of the firm’s clients are foreign persons or businesses.

Envisage Gmbh doesn't advise any private funds.

Careers at Envisage Gmbh.

The company employs 1 person that is either a part- or full-time employee. 100 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 receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Martin James Straub	Ceo	1 Mar 2009	75% - 100%	5985605

Based in Zürich

The principal office where Envisage Gmbh. performs its advisory services is located at Hornbachstrasse 50, Zürich, 8008, 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 44 389 8412. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at envisage.ch.