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THE HELMSTAR GROUP, LLC
THE HELMSTAR GROUP, LLC
HELMSTAR WEALTH MANAGEMENT
BOISE, Idaho
·
3 registered advisors
·
CRD# 145074
SEC# 801-108320
0
208-429-0800
01
Firm Overview
AUM
$455M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at THE HELMSTAR GROUP, LLC
3 registered advisors
Benjamin Hans Boettcher
BOISE, Idaho
CRD# 4529609
Desiree Diane Trueba
BOISE, Idaho
CRD# 7171505
Thomas Frank Steelman
BOISE, Idaho
CRD# 4828067
05
Office Locations
BOISE, Idaho
3 advisors
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Data sourced from SEC Form ADV filings. THE HELMSTAR GROUP, LLC (CRD# 145074) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.