Vontobel Swiss Wealth Advisors AG Info

Vontobel Swiss Wealth Advisors AG info

Vontobel Swiss Wealth Advisors AG (SEC CIK 1634222) first filed with the SEC on 2015-02-19 (Form 13F-HR) and has filed 50 times since, including 27 Form 13F-HR quarterly holdings reports. It is organized in Switzerland and registered at GOTTHARDSTRASSE 43, ZURICH, Switzerland, 8022.

Name: Value Vontobel Swiss Wealth Advisors AG.
SEC CIK: Value 1634222.
State of organization: Value Switzerland.
Business address: Value GOTTHARDSTRASSE 43, ZURICH, Switzerland, 8022.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

Field	Value
Name	Vontobel Swiss Wealth Advisors AG
SEC CIK	1634222
State of organization	Switzerland
Business address	GOTTHARDSTRASSE 43, ZURICH, Switzerland, 8022
Mailing address	GOTTHARDSTRASSE 43, ZURICH, Switzerland, 8022
Phone	41442878130
Fiscal year end	December 31
Former names	None filed

SEC Filing History

Field	Value
First SEC filing	2015-02-19 (Form 13F-HR)
Latest SEC filing	2023-05-16 (Form 13F-NT)
Filings on EDGAR	50
First Form 13F-HR	2015-02-19 (quarter ended 2014-12-31)
Latest Form 13F-HR	2021-07-28 (quarter ended 2021-06-30)
Form 13F-HR filings	27

Filings by Form

Form	Filings	Latest
13F-HR	27	2021-07-28
SC 13G/A	12	2017-03-20
13F-NT	8	2023-05-16
SC 13G	3	2017-03-20

Filings by Year

Year	Filings	Form 13F-HR
2023	3	0
2022	4	0
2021	4	3
2020	4	4
2019	4	4
2018	4	4
2017	19	4
2016	4	4
2015	4	4

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