HELIANTH INVESTMENT MANAGEMENT LLC

222 Purchase St
#306
Rye, New York 10580
Tel: 203-302-3979

About HELIANTH INVESTMENT MANAGEMENT LLC

HELIANTH INVESTMENT MANAGEMENT LLC, formally registered with the SEC as HELIANTH INVESTMENT MANAGEMENT LLC. The firm was established in 01/21/2022. They have over 2 offices throughout the country.

HELIANTH INVESTMENT MANAGEMENT LLC is a Rye, New York based Financial Planning firm with nearly $39,492,719 assets under management, offering retirement planning & investment advisory services to 50 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	317326
SEC#	801-123093
Assets Managed by Firm	$39,492,719
No. of Clients	50
No. of Advisors	1

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	50	$39,492,719
High net worth individuals	14	$18,586,207
Corporations or other businesses	Fewer than 5 clients	$20,077,711

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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