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Building 2HELMSMAN FINANCIAL GROUP, LLC

Map pinWOODINVILLE, WA
Phone425-485-0381
NotebookSEC #801-113375
Total AUM
$187.2M
Employees
3
Clients
98

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
17330 135TH AVE NE
SUITE 2A
WOODINVILLE
WA 98072
United States
Operating Hours
9:00 AM - 5:00 PM
BY APPOINTMENT ONLY
Phone
425-485-0381
Other Offices
3

ReceiptFinancials

Total AUM
$187.2M
Accounts
267
Discretionary
$68.9M
Accounts
79
Non-Discretionary
$118.3M
Accounts
188

ContactClients

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Individual Clients
46
AUM
$25.3M
HNW Individual Clients
52
AUM
$161.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WA

HandshakeAffiliates

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

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