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Fact Sheet Balmer-Etienne AG

Core Company Information
Company Name Balmer-Etienne AG
UID CHE-107.252.508
Alternative / previous Names Balmer-Etienne AG Luzern (until 16.08.2007)
Balmer-Etienne Treuhand AG (until 31.08.2001)
Balmer-Etienne Treuhand AG Luzern
W. Balmer-Etienne Treuhand AG Luzern, Balmer-Etienne, Treuhand AG Luzern (until 09.09.1999)
Domicile Luzern
Canton LU
Legal Form Limited corporation
Inscription Date 24.12.1960
Website https://balmer-etienne.ch/
Takeovers: Betag Revision AG (CHE-100.459.942), per 24.06.2014
Jöhl + Partner AG (CHE-101.614.725), per 15.05.2008
Tre Innova Treuhand AG (CHE-103.638.085), per 05.04.2023
Wehrli Treuhand AG (CHE-106.304.893), per 16.07.2003
Linfield Trust Company AG (CHE-106.425.976), per 30.01.2019
Balmer-Etienne AG Stans (CHE-106.905.288), per 20.06.2008
Balmer-Etienne AG Zürich (CHE-107.846.352), per 20.06.2008
FAOA Information
FAOA ID 500762
RAB Permission state-regulated audit firm
FAOA License active (since 07.12.2007)
Link to FAOA website View auditor profile at FAOA
Branch offices (3) Balmer-Etienne AG (CHE-393.294.581) in Hünenberg (ZG)
Balmer-Etienne AG (CHE-330.056.840) in Stans (NW)
Balmer-Etienne AG (CHE-258.485.259) in Zürich (ZH)
Membership in Associations EXPERTsuisse
Number of auditors with permission 29  (26.86 audit engagements per employee on average)
Auditor Statistics

Average engagement duration: 10.3 years (max.: 32.6 years)

Total number of statutory audit engagements: 779 (Ranked #9 in Switzerland)

Change in number of audit engagements: +7 (since 31.12.2024), +16 (over the last 12 months)

Number of audit clients listed on a Swiss stock exchange: 3 (thereof 0 in the SMI, 0 in the SMI Expanded and 0 in the SPI)

Details regarding the distribution of the audit engagements across legal forms and cantons are depicted in the table below.

  AG AR BE BL BS GE GL GR LU NE NW OW SG SO SZ TG TI UR VD VS ZG ZH ∑
Limited corporation 20 1 12 10 7 9 2 7 145 2 28 8 13 6 13 7 1 2 6 2 61 152 514
Limited liability company 1       9       6                       4 15 35
Foundation 5   5 1 5 1   2 71   15 3 4   12         2 7 48 181
Cooperative 1   1   2       7                 1       4 16
Association     1     1     4   1       6           1 9 23
Special legal forms     1           3   2                   2 2 10
∑ 27 1 20 11 23 11 2 9 236 2 46 11 17 6 31 7 1 3 6 4 75 230 779

This audit firm is recorded as statutory auditor for 271 deleted entities. These are not included in the table above.

Display client list

Audit Engagements by Branch Office

The 779 statutory audits are performed by the branch offices as indicated in the table below.

  AG AR BE BL BS GE GL GR LU NE NW OW SG SO SZ TG TI UR VD VS ZG ZH ∑
Luzern 22 1 18 10 10 8 2 3 228 2 19 5 8 6 25 2 1   3 2 63 85 523
Stans                 3   27 5           1         36
Zürich 5   2 1 13 3   6 5     1 9   6 5   2 3 2 12 145 220
∑ 27 1 20 11 23 11 2 9 236 2 46 11 17 6 31 7 1 3 6 4 75 230 779

Show client list for Luzern, Stans, Zürich.

Related audit firms

Network:

Total number of audit engagements across the network: 1'123

Direct personal relationship:

Further connections:

Latest audit engagements
These are this auditor's latest audit engagements.
 
Client Name Client UID Domicile Start Date Type of switch Auditor Branch
FICAL-Finanzierungs-Genossenschaft CHE-107.848.641 Neuenhof 13.03.2025 Auditor switch Zürich
Ratnamani Trade EU AG CHE-302.293.429 Sarnen 13.03.2025 First auditor Luzern
Personalvorsorgestiftung der Gemeinde Zollikon CHE-426.045.839 Zollikon 07.03.2025 Auditor switch Luzern
Chemfutura AG CHE-112.952.853 Feldbrunnen-St. Niklaus 28.02.2025 Auditor switch Luzern
Jotic GmbH CHE-115.895.401 Steinhausen 25.02.2025 Auditor switch Zürich
Discontinued audit engagements
The following audit engagements were lost recently, either to a competitor, due to auditor resignation or due to an opting out.
 
Client Name Client UID Domicile End Date Reason Auditor Branch
AMT Capital AG CHE-360.309.359 Zug 25.02.2025 Auditor switch Luzern
SGO Liegenschaften AG CHE-115.711.903 Meilen 13.02.2025 Opting-out Zürich
Stiftung Förderungs- und Wissenschaftsplattform 2. Säule CHE-210.070.380 Luzern 14.01.2025 Auditor switch Luzern
Forans International AG CHE-380.885.063 Cham 10.01.2025 Opting-out Zürich
Lussi-Immobilien AG CHE-102.952.277 Oberdorf (NW) 24.12.2024 Opting-out Stans