Overview
Assets Under Management: $155 million
Headquarters: WOODINVILLE, WA
High-Net-Worth Clients: 49
Average Client Assets: $3 million
Frequently Asked Questions
HELMSMAN FINANCIAL GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #113780), HELMSMAN FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
HELMSMAN FINANCIAL GROUP, LLC is headquartered in WOODINVILLE, WA.
HELMSMAN FINANCIAL GROUP, LLC serves 49 high-net-worth clients according to their SEC filing dated January 02, 2025. View client details ↓
According to their SEC Form ADV, HELMSMAN FINANCIAL GROUP, LLC offers financial planning and portfolio management for individuals. View all service details ↓
HELMSMAN FINANCIAL GROUP, LLC manages $155 million in client assets according to their SEC filing dated January 02, 2025.
According to their SEC Form ADV, HELMSMAN FINANCIAL GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.09
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 266
Discretionary Accounts: 76
Non-Discretionary Accounts: 190
Regulatory Filings
CRD Number: 113780
Last Filing Date: 2025-01-02 00:00:00
Website: https://helmsmanfinancial.com