HELIUM ADVISORS LLC

1910 120th Pl Se
Suite 102
Everett, Washington 98208
Tel: (425) 214-1533

About HELIUM ADVISORS LLC

HELIUM ADVISORS LLC, formally registered with the SEC as HELIUM ADVISORS LLC. The firm was established in 09/15/2022. They have over 4 offices throughout the country.

HELIUM ADVISORS LLC is a Everett, Washington based Financial Planning firm with nearly $276,190,032 assets under management, offering retirement planning & investment advisory services to 809 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282356
SEC#	801-126557
Assets Managed by Firm	$276,190,032
No. of Clients	809
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	809	$276,190,032
Individuals (other than high net worth individuals)	200	$58,485,952
High net worth individuals	85	$177,622,544
Pension and profit sharing plans	4	$25,520,942
Corporations or other businesses	17	$14,210,594

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