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Member of the Board of Directors · Marcuard Family Office LTD

Claudia Flury

CRD 8315386 · Named on Form ADV at one SEC-registered adviser

At a glance

Marcuard Family Office LTD, an SEC-registered wealth manager based in Zurich, Switzerland with $8.7 billion in regulatory assets, lists Claudia Flury on its Form ADV as Member of the Board of Directors, a control person.

Firms and roles

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Claudia’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (9)

  • Jorg A. DoblerHead of Liquid Assets, Managing Partner, Marcuard Family Office LTD
  • Peter StockerShareholder, Marcuard Family Office LTD
  • Jurg FreyHead Family Governance, Senior Partner, Marcuard Family Office LTD
  • Heiner A. GruterChairman of the Board of Directors, Marcuard Family Office LTD
  • Lukas DorigHead Markets, Managing Partner, Marcuard Family Office LTD

4 more people named with Claudia on the same filings, with titles and firms. Free in Atlas with a free account.

See all 9 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Claudia’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.