HELVETIA INVESTMENT ADVISORS
Investment Advice|LUGANO|Active
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$370.5M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 315.9M |
| Non-Discretionary | 54.6M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 171155 |
| SEC Number | 801-79688 |
| Street Address | VIA DELLA POSTA 4 |
| Location | LUGANO 6900 |
| Country | Switzerland |
| Phone | +41919100583 |
| Fax | +41919100588 |
| Total Employees | 1 |
Client Count by Type (105 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 99 |
| Individuals (other than H… | 6 |
County data not available for this organization.