Helvetia Investment Advisors

Helvetia Investment Advisors (CRD# 171155) is a financial advisory firm headquartered in Lugano, . They manage $356,702,988 in 53 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
Via Della Posta 4, Lugano, 6900
http://www.helvetia-ia.com/
By the Numbers
  • Total Assets Under Management
    357
    MILLION
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $6,730,245
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, DC, FL, IL, MA, NJ, NY, WY

Financial Advisors at Helvetia Investment Advisors
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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