Sequoia Swiss Financial Advisors AG
● SEC registered since 2011CRD 158031SEC# 801-72715Zurich
Reg. AUM
$212.3M
Employees
2
Accounts
97
Location
Zurich
Sequoia Swiss Financial Advisors AG assets under management
Sequoia Swiss Financial Advisors AG is a registered investment adviser overseen by the SEC based in Zurich. The firm has been registered since 2011. It reports $212.3 million in regulatory assets under management and employs 2 people.
Sequoia Swiss Financial Advisors AG owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Hanno Hermann Huber Control | Cio | 25-50% | 2023 |
| Procent Concept AG | Shareholder | 5-10% | 2012 |
| Thomas Walter Lehmann Control | Chief Compliance Officer, Ceo | 25-50% | 2011 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Sequoia Swiss Financial Advisors AG manage?
Sequoia Swiss Financial Advisors AG reports $212.3 million in regulatory assets under management on its Form ADV.
How many employees does Sequoia Swiss Financial Advisors AG have?
Sequoia Swiss Financial Advisors AG reports 2 employees.
Where is Sequoia Swiss Financial Advisors AG located?
Sequoia Swiss Financial Advisors AG is based in Zurich and has been SEC-registered since 2011.
Does Sequoia Swiss Financial Advisors AG disclose fund performance?
Sequoia Swiss Financial Advisors AG is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Weinplatz 7, Zurich 8001 |
| Phone | +41 44 575 22 20 |
| Fax | +41 44 575 22 29 |
| Office hours | 8:30 - 17:00 |
| SEC region | HQ |
| Discloses disciplinary history | No |
Regulatory AUM
$212.3M▲ 25%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$212.3Mregulatory AUM
Discretionary $140.3MNon-discretionary $72.1M