Unclaimed Profile

Helen J Semus

SEMUS WEALTH PARTNERS, LLC·BOCA RATON, Florida

Clean recordSEMUS WEALTH PARTNERS, LLC

150 E PALMETTO PARK ROAD, BOCA RATON, FL 33432CRD# 5654555Firm CRD# 305758

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Helen J Semus · BOCA RATON, FL

Registration

CRD #5654555 · SEMUS WEALTH PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SEMUS WEALTH PARTNERS, LLC

AUM

$232M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SEMUS WEALTH PARTNERS, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5654555

Firm CRD# 305758

View on FINRA BrokerCheck →

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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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