A
CRD: 119567
AB Hhelio Associates, Inc.
Marina DEL REY, CA
3107706888
$42.6M Total AUM
$42.6M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
28 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-15-1997
- Office Locations
- 1
Office Locations
13078 Mindanao WAY, #215 Marina DEL REY CA
About AB Hhelio Associates, Inc.
AB Hhelio Associates, Inc. is a Marina DEL REY-based RIA. The firm has been operating for 28 years. Managing $42.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Insurance.
Team overview
-- AVG AGE
$42.6M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
28.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
Insights
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Asset Classes
Optima Zenith momentum Glacier ridge
Investment Themes
Optima
Investment Vehicles
Element vertex
Services
Radial delta
Owner & Executives
M
MING-LI HO
Chief Executive Officer
- CRD
- #4514947
- Ownership
- 75% or more
(673) 757-5814
unison.catalyst@primecapital.com
in linkedin.com/in/atlas-horizon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,628,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,628,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $42,628,000
Equity - Exchange:
40.7% Equity - OTC:
24.4% Private Funds:
34.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,998,924,318 | 40.7% |
| Equity - OTC | $1,797,880,918 | 24.4% |
| Private Funds | $2,571,559,182 | 34.9% |
| Total | $7,368,364,418 | 100.0% |