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.
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 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. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Philipp Hoch has been acting as President since 1 May 2010. Imok Establishment joined the executive team most recently as the Owner.
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.