Overview
Assets Under Management: $455 million
Headquarters: BOISE, ID
High-Net-Worth Clients: 185
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 185
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.72
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,530
Discretionary Accounts: 1,530
Regulatory Filings
CRD Number: 145074
Last Filing Date: 2025-02-05 00:00:00
Website: https://helmstargroup.com