Financière De L'echiquier is a large advisory firm based in Paris. It manages $10.3 billion of regulatory assets for 3,500 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Missouri.
Financière De L'echiquier provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and portfolio management for foreign mutual funds. 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 Financière De L'echiquier is $10.3 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 91% 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 Financière De L'echiquier for their services and products based on a percentage of assets under management and fixed fees. 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.
The principal office where Financière De L'echiquier performs its advisory services is located at 53 Avenue D'iéna, Paris, 75116, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number +33 1 47 23 90 90 or by fax +33 1 47 23 91 91. The normal business hours are 8:30 a.m. - 6:00 p.m. gmt+1 on Monday - Friday. You can find more information about the New York firm at www.fin-echiquier.fr/en/.