SWISS AMERICAN ASSET MANAGEMENT

SWISS AMERICAN ASSET MANAGEMENT of GLENDALE, AZ is an SEC-registered investment adviser (CRD 309852). Regulatory assets under management: $15.0M.

Registration

• CRD: 309852
• Type: Registered investment adviser
• Location: 17505 N. 79TH AVENUE, GLENDALE, AZ, 85308
• Phone: 602-703-6611
• Latest filing: 2026-04-21
• Regulatory AUM: $15.0M
• Discretionary AUM: $15.0M
• Clients: 1
• Accounts: 191

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309852 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search