Helios Investments Inc (Canton)

Helios Investments Inc is a large advisory firm based in Canton. It manages $63 million of regulatory assets for 1,500 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Arizona, California, Florida, and 7 other states.

Helios Investments provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Helios Investments: assets under management

The assets under management (AUM) of Helios Investments Inc is $63 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $63 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $42 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Helios Investments Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Helios Investments Inc

Helios Investments Inc is owned by Fatima Bonanno. William Albert Nappi has been acting as President since 1 Feb 2009. Michael Thomas Loy joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Charlene Ann Dombrowski	Chief compliance officer	1 Feb 2009	Other	5199330
William Albert Nappi	President	1 Feb 2009	Other	5378726
Robert James Bonanno	Vice president	1 Apr 2009	75% - 100%	4751847
Fatima Bonanno	Owner	1 Apr 2009	Other	5661414
Elizabeth Hyde	Owner	1 Apr 2009	Other	5661421
Samuel Hyde	Owner	1 Apr 2009	Other	5661426
Robert P Bonanno	Owner	1 Apr 2009	Other	5661854
Michael Thomas Loy	President	1 Dec 2009	Other	5718061

Based in Canton

The principal office where Helios Investments Inc performs its advisory services is located at 4450 Belden Village, Canton, OH 44718, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.