Jml Portfolio Management Ag is a large advisory firm based in Zurich Switzerland 6304. It manages $100 million of regulatory assets for 705 client accounts. It has been registered with the SEC as an adviser since 2001.
Jml Portfolio Management Ag provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Jml Portfolio Management Ag is $100 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Jml Portfolio Management Ag 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.
Jml Portfolio Management Ag is owned by Felix Franciskus Horlacher. Curt Schlapfer has been acting as President since 1 Jul 2000. Christoph Mueller joined the executive team most recently as the Shareholder.
The principal office where Jml Portfolio Management Ag performs its advisory services is located at Waldmannstrasse 6, Zurich Switzerland 6304, 8001, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 011 41 44 254 3200 or by fax 011 41 44 254 3201. The normal business hours are 9 am - 5.30 pm on Monday - Friday. You can find more information about the New York firm at www.jml.com.