Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
SEC advisor number
801-79172
FINRA CRD number
169987
AUM ?
$943.15 mm
(as of 23 Sep 22)
Accounts
214
(as of 23 Sep 22)
Employees
8
(5 investment advisory or research)
Address
UBP Investment Advisors
6 PLACE CAMOLETTI, 2ND FLOOR
GENEVA
V8 1207
6 PLACE CAMOLETTI, 2ND FLOOR
GENEVA
V8 1207
Phone
0041223174960
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR/A
Quarterly holdings report by institutional manager (amended)
4 Oct 22
13F-HR
Quarterly holdings report by institutional manager
4 Oct 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
28 Apr 22
13F-HR
Quarterly holdings report by institutional manager
15 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21
13F-HR
Quarterly holdings report by institutional manager
28 Jul 21
13F-HR
Quarterly holdings report by institutional manager
6 May 21
13F-HR/A
Quarterly holdings report by institutional manager (amended)
23 Feb 21
13F-HR
Quarterly holdings report by institutional manager
16 Feb 21