1291 Group Of The Americas, Ltd
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- 0
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 0
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 0 | $0 | — |
| High net worth individuals | 0 | $0 | — |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Koller, Daniel, Paul | Chief Compliance Officer | Jan 2015 (12y) | Less than 5% | |
| Sola, Marc, Andre | Owner, Ceo And President | Aug 2017 (9y) | 25% – 50% | |
| Haeni, Yannick, Manfred | Owner | Mar 2024 (2y) | 25% – 50% | |
| Hediger, Serge | Owner | Mar 2024 (2y) | 25% – 50% |
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)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.33 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: THE SUPERVISORY AUTHORITHY OF LIECHTENSTEIN (FMA) IS EXAMINING WHETHER 1291 GROUP EUROPE LTD., AN AFFILIATE AND A EUROPEAN INSURANCE BROKER, HAS MET LIECHTENSTEIN'S DUE DILIGENCE REQUIREMENTS FOR CLIENTS THAT IT INTRODUCED TO LIECHTENSTEIN INSURANCE COMPANIES. AS AN INSURANCE BROKER, 1291 GROUP EUROPE IS REQUIRED UNDER LIECHTENSTEIN LAW TO COMPILE AND GENERATE A PROFILE FOR EACH CLIENT AND TO DOCUMENT THE SOURCE OF FUNDS USED TO ACQUIRE AN INSURANCE PRODUCT. THE FMA IS REVIEWING 1291 GROUP EUROPE'S DOCUMENTATION PRACTICES. THE INSURANCE COMPANIES THAT ULTIMATELY ISSUE INSURANCE POLICIES FACE IDENTICAL REQUIREMENTS; 1291 GROUP EUROPE UNDERSTANDS THAT THE INSURERS' DUE DILIGENCE PRACTICES ARE NOT UNDER EXAMINATION WITH RESPECT TO 1291 GROUP'S CLIENTS. Status: Final Sanction Detail: ON OCTOBER 19,2015, 1291 GROUP EUROPE LTD RECEIVED AN OFFICIAL LETTER FROM THE FMA (THE SUPERVISORY AUTHORITY OF LIECHTENSTEIN) CONFIRMING THAT THE PROCEDURE AGAINST 1291GROUP EUROPE LTD. AND MARC A SOLA IS TERMINATED WITHOUT ANY CONSEQUENCES. Summary: ON OCTOBER 19,2015, 1291 GROUP EUROPE LTD RECEIVED AN OFFICIAL LETTER FROM THE FMA (THE SUPERVISORY AUTHORITY OF LIECHTENSTEIN) CONFIRMING THAT THE PROCEDURE AGAINST 1291GROUP EUROPE LTD. AND MARC A SOLA IS TERMINATED WITHOUT ANY CONSEQUENCES.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
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: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗