UV
Urs P. Vrijhof-droese
WHVP
Zurich, 8050
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CRD#: 7113220
UV
Professional summary
Urs Patrick Vrijhof-droese is a registered financial advisor currently at WHVP .
Urs is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Urs has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Urs Patrick Vrijhof-droese's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 29, 2021 - Present
WHVP
Office #1: Schaffhauserstrasse 418, Zurich 8050RIA
CRD#: 156928
Zurich,
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WH
WHVP
WEBER HARTMANN VRIJHOF & PARTNERS LTD. | WHVP
CRD#: 156928 / SEC#: 801-72329
RIA
Registered Investment Advisory firm - (6/3/2011 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(3/29/2021)
Exams
Current Firm
WH
WHVP
WEBER HARTMANN VRIJHOF & PARTNERS LTD. | WHVP
CRD#: 156928 / SEC#: 801-72329
RIA
Registered Investment Advisory firm - (6/3/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Schaffhauserstrasse 418, Zurich 8050
Mailing Address
Phone number
011 41 44 315 77 77
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 115 |
| AUM (Assets Under Management) | $ 162,833,985 |
Red Flags
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Company Information
WHVP
CRD#: 156928Zurich 8050TRUST BUT VERIFY
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