An independent investment advisory firm serving individuals, families, and the professionals who advise them.
Swiss Finance Private Wealth Management LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. It is organized as a Delaware limited liability company.
The firm serves individuals, families, and the professionals who advise them.
The firm is affiliated, through common control, with other investment management entities. Those relationships, and the conflicts of interest they present, are described in the firm's Form ADV.
The firm's services, fees, investment methods, conflicts of interest, and business practices are described in its Form ADV. Its obligations to retail investors are summarized in its Client Relationship Summary (Form CRS).
Both documents are available through the SEC's Investment Adviser Public Disclosure website: the firm's IAPD record, which includes the Form ADV Part 2A brochure, and the Client Relationship Summary (Form CRS).
A copy of either document is also available from the firm on request, free of charge.
