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Building 2HELVETIA INVESTMENT ADVISORS

Map pinLUGANO
Phone+41919100583
NotebookSEC #801-79688
Total AUM
$506.8M
Employees
1
Clients
137

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
VIA DELLA POSTA 4
LUGANO
6900
Switzerland
Operating Hours
9AM - 5PM
Monday - Friday
Phone
+41919100583

ReceiptFinancials

Total AUM
$506.8M
Accounts
137
Discretionary
$426.2M
Accounts
122
Non-Discretionary
$80.7M
Accounts
15

ContactClients

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Individual Clients
6
AUM
$1.6M
HNW Individual Clients
131
AUM
$505.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
GLOBAL REPORTING & RISK ANALYSIS OF CLIENT PORTFOLIO INCLUDING ASSETS NOT UNDER MANAGEMENT
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTDCFLILMANJNY

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

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