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Donald Paul Miller

HELMSMAN FINANCIAL GROUP, LLC·WOODINVILLE, Washington
Unclaimed Profile
17330 135TH AVENUE, NE, WOODINVILLE, WA 98072CRD# 4485325Firm CRD# 113780
01

About

Donald Paul Miller is a registered financial advisor based in WOODINVILLE, Washington, affiliated with HELMSMAN FINANCIAL GROUP, 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
HELMSMAN FINANCIAL GROUP, LLC
HELMSMAN FINANCIAL GROUP, LLC
AUM
$155M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at HELMSMAN FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4485325
Firm CRD# 113780
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Donald Paul Miller offer?
Donald Paul Miller specializes in Financial Planning, Investment Management. Contact their office in WOODINVILLE, Washington for a consultation.
What are Donald Paul Miller's credentials?
Donald Paul Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Paul Miller located?
Donald Paul Miller is based in WOODINVILLE, Washington, working with HELMSMAN FINANCIAL GROUP, LLC. Their office serves clients in the WOODINVILLE metropolitan area and surrounding communities.
How does Donald Paul Miller charge for services?
Donald Paul Miller'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 HELMSMAN FINANCIAL GROUP, LLC?
HELMSMAN FINANCIAL GROUP, LLC has approximately 3 employees and manages $155M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WOODINVILLE
Gary Milton Whitsell — HELMSMAN FINANCIAL GROUP, LLCChristopher John Rieke — HELMSMAN FINANCIAL GROUP, LLCDouglas Don Springer — HELMSMAN FINANCIAL GROUP, LLCHerbert Andrew Sprute — HELMSMAN FINANCIAL GROUP, LLC
Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
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Research
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