AUMdb

Zulauf Asset Management Ag

SEC-registered Investment Adviser CRD 110597 · SEC file 801-42246 · Baar · WWW.ZUAM.CH
☆ Save with Pro ADV data as of Jun 23, 2026
Regulatory AUM
Discretionary
Clients
140
Avg AUM / client
Accounts
Employees
2

AUM over time

$12.9M $45.0M
Mar 21, 2012 Jun 30, 2016

Reported AUM from Form ADV filings, plotted by filing date · as of Jun 23, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 42
Banking or thrift institutions 2
Other investment advisers 96

People (2)

NameRole / titleCredentialsWith firm sinceOwnership
Zulauf, Felix, Walter Direct Owner Oct 1990 (36y) 75% or more
Kehl, Cornelia, Anita Chief Compliance Officer Jan 2005 (22y) Less than 5%

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 06/23/2026 846 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Subscription fees

Services

  • Publication of periodicals or newsletters

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 23, 2026.

View current Form ADV (SEC/IAPD) ↗