Overview
Assets Under Management: $155 million
Headquarters: WOODINVILLE, WA
High-Net-Worth Clients: 49
Average Client Assets: $3 million
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