Falists
← Back to search

HELIANTH INVESTMENT MANAGEMENT LLC

CRD 317326 · SEC 801-123093

Visit website

112 S MAIN ST, SUITE #310, PORT CHESTER, NY, 10573, United States

Phone

203-302-3979

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$58.4M

Discretionary AUM

$58.4M

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-18

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
High net worth individuals15$31.0M

States served

NY, CT

All web addresses on file

Official SEC filing: View on IAPD