Baumann & Cie Banquiers
$16.4M reported client assets across 1 advisory firms in FY2025 annual amendments
Reported client assets over time
$14.9M
$16.4M
2023
2025
Same-firm comparison: 1 firms that reported Baumann & Cie Banquiers in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Zock Robert A & Co Inc | $16.4M | $175M | 9.4% | 03/31/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.