Company Information

Get to know LES COMPAGNONS DU PATRIMOINE

Les Compagnons du Patrimoine is an independent wealth management firm (cabinet en gestion de patrimoine) based in Paris, France. The company provides bespoke financial strategies for individuals and professionals, focusing on building, managing, and transferring wealth. Its core services include financial investment advice (as a regulated CIF - Conseiller en Investissements Financiers), real estate investment consulting, tax optimization, savings and retirement planning, and insurance solutions. The firm emphasizes a client-centric approach, building long-term relationships based on transparency and tailored guidance to achieve specific financial goals.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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LES COMPAGNONS DU PATRIMOINE

France

Founded in

2017 (9 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

Security Information :

FSCA

FSC

ASIC

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.