NetworkยทFamily Office

Helianth Investment Management LLC

Unclaimed

๐Ÿ“ PORT CHESTER, NY

Family Officetechnologyfinancial services
www.helianthinvestment.com โ†—

SEC CRD #801-123093

About

Helianth Investment Management is an SEC-registered independent investment advisor offering actively managed portfolios of individual stocks and bonds for high-net-worth individuals ($1M+ minimum) and family offices, with no ETFs, leverage, or derivatives.

Key Contact

RT

ROBERT TRAENKLE

MANAGING PRINCIPAL/CEO

๐Ÿ“ž (203) 302-3979

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Geographic Focus

us
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AUM

$58M

Check Size

$1Mโ€“$1M

Location

PORT CHESTER, NY

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