AA
Andreas P. Arni
MARCUARD FAMILY OFFICE LTD
ZURICH, 8008
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CRD#: 7887476
AA
Professional summary
Andreas Peter Arni is a registered financial advisor currently at MARCUARD FAMILY OFFICE LTD .
Andreas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Andreas 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 Andreas Peter Arni'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
July 15, 2025 - Present
MARCUARD FAMILY OFFICE LTD
Office #1: Bellerivestrasse 36, Zurich 8008RIA
CRD#: 155003
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".
MF
MARCUARD FAMILY OFFICE LTD
MARCUARD FAMILY OFFICE LTD
CRD#: 155003 / SEC#: 801-71914
RIA
Registered Investment Advisory firm - (10/22/2010 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(7/15/2025)
Exams
Current Firm
MF
MARCUARD FAMILY OFFICE LTD
MARCUARD FAMILY OFFICE LTD
CRD#: 155003 / SEC#: 801-71914
RIA
Registered Investment Advisory firm - (10/22/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Bellerivestrasse 36, Zurich 8008
Mailing Address
Bellerivestrasse 36, Zurich 8008
Phone number
41 (43) 344 60 00
Established
Firm type
Fiscal year end
# of Employees
38
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 378 |
| AUM (Assets Under Management) | $ 6,827,827,657 |
Red Flags
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Company Information
MARCUARD FAMILY OFFICE LTD
CRD#: 155003Zurich 8008TRUST BUT VERIFY
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