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HELIUM ADVISORS LLC
HELIUM ADVISORS LLC
EVERETT, Washington
·
4 registered advisors
·
CRD# 282356
SEC# 801-126557
3
(425) 214-1533
01
Firm Overview
AUM
$276M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at HELIUM ADVISORS LLC
4 registered advisors
Gary Nicholas Russell
EVERETT, Washington
CRD# 4196975
Howard Alexander Morin
EVERETT, Washington
CRD# 5334930
Roshan Weeramantry
EVERETT, Washington
CRD# 3264377
Rustin Jj Feldman
EVERETT, Washington
CRD# 5532783
05
Office Locations
EVERETT, Washington
4 advisors
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Data sourced from SEC Form ADV filings. HELIUM ADVISORS LLC (CRD# 282356) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.