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Allfluent Wealth Management

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United States

Founded in

2014 (11 Years)

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Get to know Allfluent Wealth Management

Founded in 2023 and based in Geneva, Switzerland, Allfluent Wealth Management operates as an independent wealth management company. Its mission is to offer unbiased, tailor-made financial advice and investment solutions that align with the unique goals and values of its clients. The firm emphasizes a client-centric approach, focusing on long-term capital preservation and growth through services like discretionary and advisory mandates, asset allocation, and family office support. Allfluent is a member of the Organisme de Surveillance pour Intermédiaires Financiers & Trustees (SO-FIT), a self-regulatory organization recognized by the Swiss Financial Market Supervisory Authority (FINMA).

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  • Financial Wealth ManagementPRIMARY
  • Financial Other Service

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