Falists
← Back to search

HELVETIA INVESTMENT ADVISORS

H I A - HELVETIA INVESTMENT ADVISORS SA

CRD 171155 · SEC 801-79688

Visit website

VIA DELLA POSTA 4, LUGANO, CA, 6900, Switzerland

Phone

+41919100583

Fax

+41919100588

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$506.8M

Discretionary AUM

$426.2M

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees

Org form

Corporation

Filing date

2026-03-30

Disciplinary history

No

Services

Portfolio management (individuals)GLOBAL REPORTING & RISK ANALYSIS OF CLIENT PORTFOLIO INCLUDING ASSETS NOT UNDER MANAGEMENT

Client types

TypeClientsAUM
Individuals6$1.6M
High net worth individuals131$505.2M

States served

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

All web addresses on file

Official SEC filing: View on IAPD