Pom Portfolio Management Ag (Zurich)

Name: Pom Portfolio Management Ag
Address: Waldmannstrasse 6, Zurich, 8001
Telephone: 011 41 44 254 3200

Pom Portfolio Management Ag is an adviser based in Zurich. It manages $38 million of regulatory assets for 450 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Alabama, Arizona, California, and 25 other states.

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

Pom Portfolio Management Ag: assets under management

The assets under management (AUM) of Pom Portfolio Management Ag is $38 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -62% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $38 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $84.44 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pom 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.

Careers at Pom Portfolio Management Ag

Philipp Hoch has been acting as President since 1 May 2010. Imok Establishment joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Felix Fischer	President; chief compliance officer	1 Dec 2007	Other	2625096
Sfg Semper Fidelis Group Ag	Owner	1 Dec 2008	75% - 100%	foreign
Philipp Hoch	Director	1 May 2010	Other	5829957
Imok Establishment	Owner	1 Sep 2012	75% - 100%	foreign

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Christoph Mueller	Shareholder	1 Apr 2009	75% - 100%	5687901

Based in Zurich

The principal office where Pom Portfolio Management Ag performs its advisory services is located at Waldmannstrasse 6, Zurich, 8001, 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 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.pomag.ch.