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Helen J Semus

SEMUS WEALTH PARTNERS, LLC·BOCA RATON, Florida
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150 E PALMETTO PARK ROAD, BOCA RATON, FL 33432CRD# 5654555Firm CRD# 305758
01

About

Helen J Semus is a registered financial advisor based in BOCA RATON, Florida, affiliated with SEMUS WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SEMUS WEALTH PARTNERS, LLC
SEMUS WEALTH PARTNERS, LLC
AUM
$232M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at SEMUS WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5654555
Firm CRD# 305758
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Helen J Semus offer?
Helen J Semus specializes in Financial Planning, Investment Management. Contact their office in BOCA RATON, Florida for a consultation.
What are Helen J Semus's credentials?
Helen J Semus is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Helen J Semus located?
Helen J Semus is based in BOCA RATON, Florida, working with SEMUS WEALTH PARTNERS, LLC. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.
How does Helen J Semus charge for services?
Helen J Semus's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SEMUS WEALTH PARTNERS, LLC?
SEMUS WEALTH PARTNERS, LLC has approximately 4 employees and manages $232M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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