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Building 2HELIANTH INVESTMENT MANAGEMENT LLC

Map pinPORT CHESTER, NY
Phone203-302-3979
NotebookSEC #801-123093
Total AUM
$58.4M
Employees
1
Clients
17

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
112 S MAIN ST
SUITE #310
PORT CHESTER
NY 10573
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
203-302-3979
Other Offices
1

ReceiptFinancials

Total AUM
$58.4M
Accounts
23
Discretionary
$58.4M
Accounts
23
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
15
AUM
$31M
Corporation or Business Clients
1
AUM
$26.6M
Other Clients
1
AUM
$849.3K
Description of Other Clients
RELATED-PERSON EMPLOYEE FAMILY/HOUSEHOLD ACCOUNTS

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTNY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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