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AdVertum Vermögensmanagement AG

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Key Facts

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Products and Services

VermögensManagement

Size (Revenue & Employees)

Micro-sized company

Balance sheet total

1 M €

Purpose

Die Vermittlung von Geschäften über die Anschaffung und die Veräußerung von Finanzinstrumenten (Anlagevermittlung), § 2 Abs. 2 Nr. 3 WplG, - die Abgabe von persönlichen Empfehlungen an Kunden oder deren Vertreter, die sich auf Geschäfte mit bestimmten Finanzinstrumenten beziehen, sofern die Empfehlung auf eine Prüfung der persönlichen Umstände des Anlegers gestützt oder als für ihn geeignet dargestellt wird und nicht ausschließlich über lnformationsverbreitungskanäle oder für die Öffentlichkeit bekannt gegeben wird (Anlageberatung), § 2 Abs. 2 Nr.4 WplG, - die Anschaffung und die Veräußerung von Finanzinstrumenten im fremden Namen für fremde Rechnung (Abschlussvermittlung), § 2 Abs. 2 Nr. 5 WplG, - die Verwaltung einzelner in Finanzinstrumenten angelegter Vermögen für andere mit Entscheidungsspielraum (Finanzportfolioverwaltung), § 2 Abs. 2 Nr. 9 WplG sowie - die Anschaffung und die Veräußerung von Finanzinstrumenten für eigene Rechnung, die nicht Eigenhandel im Sinne des § 2 Abs. 2 Nr. 10 WplG ist, (Eigengeschäft), § 15 Abs. 3 WplG, wobei das Eigengeschäft nicht zur Erzielung von Spekulationsgewinnen betrieben werden darf - und alle damit in Zusammenhang stehenden, selbst nicht erlaubnisbedürftigen Tätigkeiten.

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Timeline

Register Announcements

Vorgang ohne Eintragung im Handelsregister

HRB 22864: AdVertum Vermögensmanagement AG, Stuttgart, In den Entenäckern 18, 70599 Stuttgart. Die Gesellschaft hat am 30.11.2021 die Liste über die Zusammensetzung des Aufsichtsrats zum Handelsregister eingereicht.

Vorgang ohne Eintragung im Handelsregister

HRB 22864: AdVertum Vermögensmanagement AG, Stuttgart, In den Entenäckern 18, 70599 Stuttgart. Die Gesellschaft hat am 18.05.2021 die Liste über die Zusammensetzung des Aufsichtsrats zum Handelsregister eingereicht.
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Products & Technologies

VermögensManagement

AdVertum Vermögensmanagement AG is mentioned in public sources in the context of the following products and services. VermögensManagement are the most common. The ranking list shown is without guarantee of completeness or correctness.

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To improve our services, we use user statistics such as Google Analytics, which set cookies for user identification. Google Analytics is a service offered by a third party provider.Some cookies from this site are necessary for the functionality of this service or enhance the user experience. Since these cookies either do not contain any personal data (e.g. language preference) or are very short-lived (e.g. session ID), cookies from this group are mandatory and cannot be deactivated.
To improve our services we use proprietary marketing solutions from third parties. These solutions specifically include Google AdWords and Google Optimize, which each set one or more cookies.Some cookies from this site are necessary for the functionality of this service or enhance the user experience. Since these cookies either do not contain any personal data (e.g. language preference) or are very short-lived (e.g. session ID), cookies from this group are mandatory and cannot be deactivated.

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