COMPANY PROFILE

e/r/w Vermögensmanagement GmbH

GmbH (Limited Liability Company)StuttgartSecurity and commodity contracts brokerage

REGISTERED SINCE

2005

21+ years registered

TRADE REGISTER

HRB 720455

Stuttgart

INDUSTRY

Security and commodity contracts brokerage

SIZE CLASS

Small enterprise

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Key questions answered

  • What does the company do?

    a) die Anlagevermittlung i.S.v. § 2 Abs. 2 Nr. 3 WplG; b) die Anlageberatung i.S.v. § 2 Abs. 2 Nr. 4 WplG; c) die Abschlussvermittlung i.S.v. § 2 Abs. 2 Nr. 5 WplG; d) die Finanzportfolioverwaltung i.S.v. § 2 Abs. 2 Nr. 9 WplG; e) das Eigengeschäft i.S.v. § 15 Abs. 3 WplG; f) die Beratung im Hinblick auf und die Vermittlung von Anteilen an geschlossenen und offenen Fonds.

    Original text from the German commercial register

  • Who leads it?

    Stefan Oliver Böhmerle, and 2 more

  • How large is it?

    Small enterprise

  • How stable is it?

    Stability assessment in the full profile

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INDUSTRY & PURPOSE

Business activity

Die e/r/w Vermögensmanagement GmbH ist auf Vermögensverwaltung spezialisiert und bietet umfassende Finanzdienstleistungen an. Zu den angebotenen Leistungen gehören die Anlagevermittlung, Anlageberatung, Abschlussvermittlung, Finanzportfolioverwaltung sowie die Beratung und Vermittlung von Fondsanteilen. Die Zielgruppe besteht aus vermögenden Privatpersonen, Unternehmen, Stiftungen und institutionellen Investoren, hauptsächlich in Deutschland. Das Unternehmen zeichnet sich durch eine unabhängige Beratung, eine klare Kostenstruktur ohne versteckte Provisionen und langjährige Erfahrung in der individuellen Vermögensverwaltung aus.

Available in German only

Industry (WZ2008)

Security and commodity contracts brokerage

WZ K66.12

Size class

Small

Industry (WZ2008) (3)

  • K66.12Security and commodity contracts brokerage
  • K66.19Other activities auxiliary to financial services, except insurance and pension funding
  • K66.30Fund management activities

Business purpose

a) die Anlagevermittlung i.S.v. § 2 Abs. 2 Nr. 3 WplG; b) die Anlageberatung i.S.v. § 2 Abs. 2 Nr. 4 WplG; c) die Abschlussvermittlung i.S.v. § 2 Abs. 2 Nr. 5 WplG; d) die Finanzportfolioverwaltung i.S.v. § 2 Abs. 2 Nr. 9 WplG; e) das Eigengeschäft i.S.v. § 15 Abs. 3 WplG; f) die Beratung im Hinblick auf und die Vermittlung von Anteilen an geschlossenen und offenen Fonds.

Original text from the German commercial register

COMMERCIAL REGISTER

Legal essentials

Register entry
HRB 720455 (Stuttgart)
Legal form
GmbH (Limited Liability Company)
Registered since
13 Sept 2005
Share capital
€150,000
Representation rules
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FINANCIALS

Annual statements

Balance sheet
€3.8M
Year
2023

10 annual statements are on file for this company.

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Annual financial statements (PDF)

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SIGNALS

Signals

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Four dimensions from hard data — age, financials, register events, compliance. The ratings themselves are in the full profile.

  • Continuity1
    Available in the full profile
  • Financials2
    Available in the full profile
  • Management3
    Available in the full profile
  • Legal status4
    Available in the full profile
MANAGEMENT

Directors & officers

Managing directors

  • Stefan Oliver Böhmerle

    Managing Director

  • Stefan Philipp Eberhardt

    Managing Director

A further 10 registered persons are in the full profile.

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