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THE HELIX FINANCIAL GROUP
THE HELIX FINANCIAL GROUP, LLC
CRD 147803
4425 PLANO PARKWAY, SUITE 804, CARROLLTRON, TX, 75010, United States
Phone
972-290-0940
Fax
972-290-0946
Registration
— (—)
Source
State registered
Total AUM
$106.8M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 220 | $93.4M |
| High net worth individuals | 15 | $13.1M |
| Corporations/business entities | 5 | $255K |
Official SEC filing: View on IAPD