|
⚲
|
| H I A - Helvetia Investment Advisors Sa
✚
| |
|---|---|
| CRD # | 171155 |
| SEC # | 801-79688 |
| CIK # | |
| AUM | $356.7 MM (2024-03-27) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 41919100583 |
| Address | Via Della Posta 4 Lugano, Switzerland |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 1.1 |
| (b) Individuals (high net worth individuals) | 47 | 355.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 53 | 356.7 |
| By Discretionary | ||
| Discretionary | 34 | 233.4 |
| Non-Discretionary | 19 | 123.3 |
| Total | 53 | 356.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 356.7 | |
| Total | 53 | 356.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
LEGA Z Advisory LLC
✚
|
CA | 0.4 |
|
Davis Investment Partners LLC
✚
|
NC | 0.4 |
|
Envision Capital Management Inc
✚
|
CA | 0.4 |
|
Uncommon Cents Investing LLC
✚
|
WI | 0.4 |
|
Spivak Asset Management LLC
✚
|
CT | 0.4 |
|
Cedar Wealth Management LLC
✚
|
CA | 0.4 |
|
Pine Harbor Wealth Management LLC
✚
|
MD | 0.4 |
|
The Lam Group Inc
✚
|
OR | 0.4 |
|
Socha Financial Group LLC
✚
|
NY | 0.4 |
|
Lakeshore Financial Planning Inc
✚
|
MI | 0.4 |