Helvetia Investment Advisors

Helvetia Investment Advisors (CRD# 171155) is a financial advisory firm headquartered in Lugano, . They manage $40,050,000 in 12 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $3,337,500
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, MA, NY

Financial Advisors at Helvetia Investment Advisors
No Advisor Found.
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