HELTON ASSET MANAGEMENT, INC.
CRD #129273 SEC #801-62508 MARIETTA, GA 770-579-5225
SEC Registered
Total AUM
$52.4M
Discretionary
$52.4M
Employees
5
Clients
26
Accounts
237
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2007 | $100K | $100K | $0 | 5 | -- |
| Nov 2007 | $100K | $100K | $0 | 5 | -- |
| Aug 2007 | $100K | $100K | $0 | 5 | -- |
| Mar 2006 | $38.5M | $38.5M | $0 | 5 | -- |
| Jun 2005 | $52.4M | $52.4M | $0 | 5 | -- |
| May 2005 | $52.4M | $52.4M | $0 | 5 | -- |
| Mar 2004 | $37.7M | $37.7M | $0 | 5 | -- |
| Nov 2003 | $30.6M | $30.6M | $0 | 5 | -- |
DateNov 2007
Total AUM$100K
Discretionary$100K
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$100K
Discretionary$100K
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$100K
Discretionary$100K
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$38.5M
Discretionary$38.5M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$52.4M
Discretionary$52.4M
Non-Disc.$0
Employees5
Clients--
DateMay 2005
Total AUM$52.4M
Discretionary$52.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$37.7M
Discretionary$37.7M
Non-Disc.$0
Employees5
Clients--
DateNov 2003
Total AUM$30.6M
Discretionary$30.6M
Non-Disc.$0
Employees5
Clients--