Agustoni, Emanuele Guiseppe (Urdorf)

Name: Agustoni, Emanuele Guiseppe
Address: Feldstrasse 5, Urdorf, Ch 8902
Telephone: 41-43-322-98-70

Agustoni, Emanuele Guiseppe is an adviser based in Urdorf. It manages $11 million of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2013.

Agustoni, Emanuele Guiseppe provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Agustoni, Emanuele Guiseppe: assets under management

The assets under management (AUM) of Agustoni, Emanuele Guiseppe is $11 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -50% since the beginning of its operation, and $1 million of the total AUM is attributable to clients outside of the United States.

The firm manages $11 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $733.33 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 60% of the total AUM. The second-largest asset type is other assets, which make up 25% of the firm’s portfolio. Investments in cash and cash equivalents form 15% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Agustoni, Emanuele Guiseppe for their services and products based on a percentage of assets under management and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Agustoni, Emanuele Guiseppe serves?

The only and largest group of clients of Agustoni, Emanuele Guiseppe is individuals with 14 clients and $7.58 million of assets under management. Among the 5 most similar advisory firms, Agustoni, Emanuele Guiseppe has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $7.58 million for 14 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 10% of the firm’s clients are foreign persons or businesses.

Agustoni, Emanuele Guiseppe doesn't advise any private funds.

Careers at Agustoni, Emanuele Guiseppe

The company employs 1 person that is either a part- or full-time employee. No employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Emanuele Guiseppe Agustoni	Sole proprietor and cco	1 Jul 2009	75% - 100%	6258604
Emanuel G Agustoni	Sole proprietor	1 Jul 2009	75% - 100%	6258604

Based in Urdorf

The principal office where Agustoni, Emanuele Guiseppe performs its advisory services is located at Feldstrasse 5, Urdorf, Ch 8902 The mailing address of the firm is Feldstrasse 5, Urdorf, Ch 8902. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 41-43-322-98-70 or by fax 41-43-322-98-71. The normal business hours are 8.30 am - 6.00 pm on Monday - Friday. You can find more information about the New York firm at goldeneagleservices.ch.