CCO, COO · Parkview LTD.
Marius A. Holzer
CRD 5570149 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Parkview LTD., an SEC-registered wealth manager based in Zurich, Switzerland with $488 million in regulatory assets, lists Marius A. Holzer on its Form ADV as CCO, COO, a control person. The SEC filings also name Marius at 1 other registered adviser.
Firms and roles
- Parkview LTD.CCO, COOWealth manager · Zurich, Switzerland · $488M in regulatory assets
- Parkview US LLCCCO, ManagerWealth manager · New York, NY · $312M in regulatory assets
AtlasMembers
Marius’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 each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings (6)
- Thomas J EggerCEO, Parkview LTD.
- Pierre-Alain BlumChairman of the Board, Parkview LTD.
- Marcus R. EpprechtBoard of Directors Member / Member of Management, Parkview LTD.
- Oussama N. HimaniChief Investment Officer / Board of Directors Member / Member of Management, Parkview LTD.
- Martin N. LiechtiMember of Management, Parkview LTD.
1 more person named with Marius on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Marius’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.