AdvisorCensus / Financial advisors / Florida / Miami, FL / UBS Switzerland AG
Financial advisors in Miami, FL using UBS Switzerland AG
3 SEC-registered investment advisory firms headquartered in the Miami, FL metro area name UBS Switzerland AG as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Inveris US LLC | Coral Gables | SEC-registered investment adviser | $500 million to $1 billion |
| Klosters Capital | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Pinvest | Coral Gables | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. UBS Switzerland AG nationwide
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AdvisorCensus. Financial advisors in Miami, FL using UBS Switzerland AG. https://advisorcensus.com/advisors/fl/miami/custodians/ubs-switzerland-ag https://advisorcensus.com/advisors/fl/miami/custodians/ubs-switzerland-ag