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HELMSMAN FINANCIAL GROUP, LLC
CRD 113780 · SEC 801-113375
17330 135TH AVE NE, SUITE 2A, WOODINVILLE, WA, 98072, United States
Phone
425-485-0381
Fax
425-481-1634
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$187.2M
Discretionary AUM
$68.9M
Team
3 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 46 | $25.3M |
| High net worth individuals | 52 | $161.9M |
States served
WA
All web addresses on file
Official SEC filing: View on IAPD