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HELMSMAN FINANCIAL GROUP, LLC
HELMSMAN FINANCIAL GROUP, LLC
WOODINVILLE, Washington
·
5 registered advisors
·
CRD# 113780
SEC# 801-113375
4
425-485-0381
01
Firm Overview
AUM
$155M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at HELMSMAN FINANCIAL GROUP, LLC
5 registered advisors
Christopher John Rieke
WOODINVILLE, Washington
CRD# 2650076
Donald Paul Miller
WOODINVILLE, Washington
CRD# 4485325
Douglas Don Springer
WOODINVILLE, Washington
CRD# 1032845
Gary Milton Whitsell
WOODINVILLE, Washington
CRD# 4485324
Herbert Andrew Sprute
WOODINVILLE, Washington
CRD# 4485328
05
Office Locations
WOODINVILLE, Washington
5 advisors
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Data sourced from SEC Form ADV filings. HELMSMAN FINANCIAL GROUP, LLC (CRD# 113780) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.