HELMSMAN FINANCIAL GROUP, LLC

17330 135th Ave Ne
Suite 2a
Woodinville, Washington 98072
Tel: 425-485-0381

About HELMSMAN FINANCIAL GROUP, LLC

HELMSMAN FINANCIAL GROUP, LLC, formally registered with the SEC as HELMSMAN FINANCIAL GROUP, LLC. The firm was established in 06/05/2018. They have over 5 offices throughout the country.

HELMSMAN FINANCIAL GROUP, LLC is a Woodinville, Washington based Financial Planning firm with nearly $154,987,050 assets under management, offering retirement planning & investment advisory services to 266 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	113780
SEC#	801-113375
Assets Managed by Firm	$154,987,050
No. of Clients	266
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	266	$154,987,050
Individuals (other than high net worth individuals)	56	$28,550,508
High net worth individuals	44	$126,436,542

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