H I A - HELVETIA INVESTMENT ADVISORS SA
Doing business as HELVETIA INVESTMENT ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$506,844,377
Discretionary
$426,184,412
Non-discretionary
$80,659,965
Firm details
- CRD number
- 171155
- SEC file number
- 801-79688
- Main office
- LUGANO, Switzerland
- Employees
- 1
- SEC status
- Approved
- Website
- http://www.helvetia-ia.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees Performance-based
As of October 2026.