Swiss Select Advisors

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

3838 Oak Lawn Ave Fl 10, Dallas, Texas, ...

Phone Number

(212) 796-6577

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
1
1
1
1
1

About Swiss Select Advisors

Swiss Select Advisors LLC, founded in 2009, specializes in active investment management with a focus on research, process, and discipline. The firm employs proprietary quantitative models to guide investment decisions, aiming to avoid common emotional pitfalls in market behavior. Their primary clients include institutions, family offices, and high net worth accredited investors, particularly for their flagship global equity fund. The company operates under SEC jurisdiction as an exempt reporting adviser.Explore more
Swiss Select Advisors's Social MediaPopular SearchesSwiss Select Advisors LLCLlcswiss Select Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

Swiss Select Advisors Org Chart

Marvin Bolt, Chief Executive Officer at Swiss Select Advisors
United States flag for contact location.

Chief Executive Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Swiss Select Advisors

<$5M
1-10
Private
-
2009
$8.6M
11-50
Private
<$5M
1988
BN
Beck NygardSenior Vice President, Wealth Advisor
$5.6M
1-10
Private
-
2005
<$5M
11-50
Private
-
2008
Carl Berg, Managing Member at Catalyst Financial Partners
Carl BergManaging Member
<$5M
11-50
Private
<$5M
2007
BP
Bernardo PallicerManaging Director
<$5M
1-10
Private
-
2012
CD
Carlos DiezFounder & CEO
<$5M
11-50
Private
-
2013
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

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Activity Insights

Swiss Select Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Swiss Select Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Swiss Select Advisors.

Swiss Select Advisors Tech Stack

A closer look at the technologies used by Swiss Select Advisors

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Frequently Asked Questions Regarding Swiss Select Advisors

What is Swiss Select Advisors's official website?
Swiss Select Advisors's official website is www.swiss-select-advisors.com
What is Swiss Select Advisors's Revenue?
Swiss Select Advisors's revenue is <$5 Million
What is Swiss Select Advisors's SIC code?
Swiss Select Advisors's SIC: 62,628
What is Swiss Select Advisors's NAICS code?
Swiss Select Advisors's NAICS: 52,523
How many employees does Swiss Select Advisors have?
Swiss Select Advisors has 1-10 employees
What industry does Swiss Select Advisors belong to?
Swiss Select Advisors is in the industry of: Finance, Securities Trading
What is Swiss Select Advisors competition?
Swiss Select Advisors top competitors include: Glovista Investments, Cambria Capital, Catalyst Financial Partners, QVest
What technology does Swiss Select Advisors use?
Some of the popular technologies that Swiss Select Advisors uses are: WordPress.org, PHP, Google Font API, Microsoft 365
How do I contact Swiss Select Advisors?
Swiss Select Advisors contact info: Phone number: (212) 796-6577 Website: www.swiss-select-advisors.com
What does Swiss Select Advisors do?

Swiss Select Advisors LLC, founded in 2009, specializes in active investment management with a focus on research, process, and discipline. The firm employs proprietary quantitative models to guide investment decisions, aiming to avoid common emotional pitfalls in market behavior. Their primary clients include institutions, family offices, and high... net worth accredited investors, particularly for their flagship global equity fund. The company operates under SEC jurisdiction as an exempt reporting adviser.Read More

What are Swiss Select Advisors social media links?
Swiss Select Advisors Linkedin page
Is Swiss Select Advisors a public company?
Swiss Select Advisors is private company therefore does not currently have an official ticker symbol
See more information about Swiss Select Advisors

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