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SWISS FINANCE MANAGEMENT INTERNATIONAL SA

GENEVA, Switzerland · CRD 284408 · IAPD ↗ · +41797837160

$59.0MRegulatory AUM
4Advisory reps
8Employees
0Clients
0Planning clients
0Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

20
March 2025 — SWISS FINANCE MANAGEMENT INTERNATIONAL SA added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
25
March 2025 — LCJ INVESTMENTS SA is now doing business as SWISS FINANCE MANAGEMENT INTERNATIONAL SA.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
40
March 2025 — SWISS FINANCE MANAGEMENT INTERNATIONAL SA reported RAUM up 116% ($26.0M -> $56.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
1
April 2024 — LCJ INVESTMENTS SA changed its website from lcjinvestments.com to swissfim.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
38
April 2024 — LCJ INVESTMENTS SA grew from 2 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.