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Societe D Analyses Economiques Et Financieres (Paris)


Societe D Analyses Economiques Et Financieres is a large advisory firm based in Paris. It manages $80.79 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2001.

Societe D Analyses Economiques Et Financieres 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.

Societe D Analyses Economiques Et Financieres: assets under management

The assets under management (AUM) of Societe D Analyses Economiques Et Financieres is $80.79 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -82% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $80.79 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $20.2 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Societe D Analyses Economiques Et Financieres for their services and products based on a percentage of assets under management. 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.

Based in Paris

The principal office where Societe D Analyses Economiques Et Financieres performs its advisory services is located at 12 Rue Du Faubourg St Honore, Paris, 75008, 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 (33)1 5330 2260 or by fax (33)1 5330 5340. The normal business hours are 09.00 am - 06.00 pm cet on Monday - Friday.


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