Owner · Beck Asset Management SA
Jakob N. Beck
CRD 7353230 · Named on Form ADV at one SEC-registered adviser
At a glance
Beck Asset Management SA, an SEC-registered wealth manager based in Zurich, Switzerland with $48 million in regulatory assets, lists Jakob N. Beck on its Form ADV as Owner, a control person.
Firms and roles
- Beck Asset Management SAOwnerWealth manager · Zurich, Switzerland · $48M in regulatory assets
AtlasMembers
Jakob’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
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- 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
- Jizchak Arjeh MosbacherCEO, CCO and Board of Director, Beck Asset Management SA
- Reinhard P. EliasCOO, CFO, Beck Asset Management SA
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jakob’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.