Helton Asset Management, Inc. is an adviser based in Cincinnati. It manages $100 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Ohio.
Helton Asset Management provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Helton Asset Management, Inc. is $100 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Helton Asset Management, 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.
Martin Michael Lysaght has been acting as President since 1 Jan 2003. William Patrick Michael Kovacs joined the executive team most recently as the 'Chief Compliance Officer'.
The principal office where Helton Asset Management, Inc. performs its advisory services is located at 9435 Waterstone Blvd, Cincinnati, OH 45249, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 513-444-2101 or by fax 513-469-1840. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.hamgt.com.