{
  "crd_number": 169306,
  "slug": "e-agustoni-golden-eagle-services-urdorf-169306",
  "primary_business_name": "E. AGUSTONI, GOLDEN EAGLE SERVICES",
  "legal_name": "AGUSTONI, EMANUELE GUISEPPE",
  "dbas": [],
  "city": "Urdorf",
  "state": null,
  "country": "Switzerland",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2013-11-13",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-02-25",
  "carried_forward": false,
  "raum_total": 7805633.0,
  "raum_discretionary": 7805633.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 0,
  "advisory_employees": 0,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 4641731.0,
      "count": 14
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 3163902.0,
      "count": 1,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "commissions",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [],
  "websites": [
    "https://goldeneagleservices.ch"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/169306",
  "disclosure_items": [
    {
      "item": "11.A(2)",
      "question": "In the past ten years, has the firm or an advisory affiliate been charged with a felony?"
    }
  ],
  "city_as_filed": "URDORF",
  "url": "https://advisorcensus.com/firm/e-agustoni-golden-eagle-services-urdorf-169306",
  "display_name": "E. Agustoni, Golden Eagle Services",
  "summary": "E. Agustoni, Golden Eagle Services is an SEC-registered investment advisory firm in Urdorf, Switzerland, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 25, 2026.",
  "citation": "AdvisorCensus. E. Agustoni, Golden Eagle Services (CRD 169306): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Commissions"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is E. Agustoni, Golden Eagle Services compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), E. Agustoni, Golden Eagle Services reports these compensation arrangements: a percentage of assets under its management; commissions."
    },
    {
      "q": "Where is E. Agustoni, Golden Eagle Services located?",
      "a": "E. Agustoni, Golden Eagle Services' principal office is in Urdorf, Switzerland, according to its Form ADV."
    },
    {
      "q": "Is E. Agustoni, Golden Eagle Services registered with the SEC or a state?",
      "a": "E. Agustoni, Golden Eagle Services is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 169306."
    },
    {
      "q": "How much does E. Agustoni, Golden Eagle Services manage?",
      "a": "E. Agustoni, Golden Eagle Services reports $7,805,633 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary)."
    },
    {
      "q": "How have E. Agustoni, Golden Eagle Services' assets and staff changed since 2021?",
      "a": "In the Form ADV data for E. Agustoni, Golden Eagle Services: Regulatory assets under management: $7,781,000 in the October 2021 data and $7,805,633 in the October 2026 data, unchanged. Total employees: 1 in October 2021 and 0 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does E. Agustoni, Golden Eagle Services serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (14); high net worth individuals (1)."
    },
    {
      "q": "Does E. Agustoni, Golden Eagle Services report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.A(2) (felony charge in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/169306"
    },
    {
      "q": "Does E. Agustoni, Golden Eagle Services state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 25, 2026 says: \"Under most circumstances, the minimum investment for a new relationship is $400,000.\""
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 7781000.0,
      "total_employees": 1,
      "filing_date": "2021-03-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 8353000.0,
      "total_employees": 1,
      "filing_date": "2022-03-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 8010000.0,
      "total_employees": 1,
      "filing_date": "2023-03-20"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 8075268.0,
      "total_employees": 0,
      "filing_date": "2024-02-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 7242955.0,
      "total_employees": 0,
      "filing_date": "2025-03-04"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 7805633.0,
      "total_employees": 0,
      "filing_date": "2026-02-25"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 25, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$400,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $400,000"
        ],
        "quotes": [
          "Under most circumstances, the minimum investment for a new relationship is $400,000."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 400000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Under most circumstances, the minimum investment for a new relationship is $400,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/e-agustoni-golden-eagle-services-urdorf-169306.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 14,
      "fewer_than_5": false,
      "raum": 4641731.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1,
      "fewer_than_5": true,
      "raum": 3163902.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/169306",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}