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Building 2HELMSMAN FINANCIAL GROUP, LLC

Map pinWOODINVILLE, WA
Phone425-485-0381
NotebookSEC #801-62736
Total AUM
$71.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
17330 135TH AVENUE, NE
SUITE 2A
WOODINVILLE
WA 98072
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
425-485-0381

ReceiptFinancials

Total AUM
$71.5M
Accounts
206
Discretionary
$31.6M
Accounts
49
Non-Discretionary
$39.9M
Accounts
157

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial 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 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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