1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2HELIUM ADVISORS LLC

Map pinVANCOUVER, WA
Phone(425) 214-1533
NotebookSEC #801-126557
Total AUM
$233.8M
Employees
7
Clients
279

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
222 NE PARK PLAZA DR
PARK TOWER III, SUITE 116
VANCOUVER
WA 98684
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(425) 214-1533
Other Offices
1

ReceiptFinancials

Total AUM
$233.8M
Accounts
690
Discretionary
$225.4M
Accounts
674
Non-Discretionary
$8.3M
Accounts
16

ContactClients

View more in analytics →

Individual Clients
193
AUM
$56.1M
HNW Individual Clients
67
AUM
$159.5M
Corporation or Business Clients
19
AUM
$18.2M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAGANYPATXWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account