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Building 2HELMSTAR WEALTH MANAGEMENT

Map pinBOISE, ID
Phone208-429-0800
NotebookSEC #801-108320
Total AUM
$785.6M
Employees
12
Clients
538

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
250 SOUTH 5TH STREET
SUITE 600
BOISE
ID 83702
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
208-429-0800

ReceiptFinancials

Total AUM
$785.6M
Accounts
1,974
Discretionary
$785.6M
Accounts
1,974
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
296
AUM
$99.2M
HNW Individual Clients
227
AUM
$661.5M
Pension/Profit Sharing Plan Clients
12
AUM
$14.9M
Charitable Organization Clients
2
AUM
$9.5M
Government Entity Clients
1
AUM
$483.1K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOIDORTXUTWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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