HUESLER FINANCIAL CONSULTING AG

Adviser information for HUESLER FINANCIAL CONSULTING AG last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Switzerland

Employees

Total Number of Employees	2
Investment Advisory/Research	1
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	0
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	15	$42.3M
Non-Discretionary	10	$61.1M
Total	25	$103.4M

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	25	$103.4M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	96

Services

Advisory Services	Portfolio management for individuals and/or small businesses
Compensation	% of AUMPerformance-based fees

Identifiers

SEC RIA File Number	801-108398
SEC ERA File Number	801-108398
SEC CIK Numbers	None
SEC CRD Numbers	285171
Legal Entity Identifier	506700U6QQY8H3P30G49

Principal Office

WINKELRIEDSTRASSE 35
LUCERNE
Switzerland

Monday - Friday, 10:00 AM - 03:00 PM

Tel: 41412108484, Fax: 41412108485

Chief Compliance Officer

ROLF HUESLER

MANAGING PARTNER

WINKELRIEDSTRASSE 35

LUCERNE

Switzerland

Tel: +41 41 210 8484

Fax: +41 41 210 8485

R***********@********H

(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners