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MARC C HELFRICH REGISTERED INVESTMENT ADVISOR
HELFRICH, MARC CHRISTOPHER
CRD 160051
1875 WILLY VESTER RD., VAN ALSTYNE, TX, 75495, United States
Phone
972-767-8370
Fax
(866) 327-7299
Registration
— (—)
Source
State registered
Total AUM
$33.5M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 73 | $20.1M |
| High net worth individuals | 9 | $13.4M |
All web addresses on file
Official SEC filing: View on IAPD