RIA Intel›Advisers›Arizona›SWISS AMERICAN ASSET MANAGEMENT, LLC

SWISS AMERICAN ASSET MANAGEMENT, LLC

Advisory

GLENDALE, AZ

Data as of Apr 21, 2026 · Source: SEC Form ADV

Average account

$79K

across 191 accounts

AUM per adviser

$15M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 21, 2026.

Total AUM

$15M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$15M

Discretionary AUM$15M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients127

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

127 clients

The full client-type breakdown and the share of AUM each category represents.

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