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Home > Retirement Planners > washington > woodinville > HELMSMAN FINANCIAL GROUP, LLC
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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|---|---|---|---|
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