RIA Intelligence

HELIOS, LLC

CRD #141963 SEC #801-67803 ORLANDO, FL 407-894-4702
SEC Registered
Total AUM
$58.4M
Discretionary
$58.4M
Employees
5
Clients
26
Accounts
93

AUM Over Time

DateMar 2010
Total AUM$63.7M
Discretionary$63.7M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$58.4M
Discretionary$58.4M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$58.4M
Discretionary$58.4M
Non-Disc.$0
Employees5
Clients--