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Rg Investment Partner Ag, Inc. (Zurich)


Rg Investment Partner Ag, Inc. is a large advisory firm based in Zurich. It manages $62.03 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2010.




Rg Investment Partner Ag provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rg Investment Partner Ag: assets under management

The assets under management (AUM) of Rg Investment Partner Ag, Inc. is $62.03 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $21.62 million in discretionary accounts and $40.41 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.09 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $10.1 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Rg Investment Partner Ag, Inc. 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 Zurich

The principal office where Rg Investment Partner Ag, Inc. performs its advisory services is located at Muensterhof 18, Zurich, 8022 The mailing address of the firm is Muensterhof 18, Zuerich, 8022. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 011-41-43-888-6460 or by fax 011-41-43-888-6469. The normal business hours are 9:00 am - 6:00 pm on Monday - Friday.


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