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| Helium Advisors LLC
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| |
|---|---|
| CRD # | 282356 |
| SEC # | 801-126557 |
| CIK # | |
| AUM | $276.2 MM (2024-08-20) |
| Employees | 11 (73% Investors, 18% Brokers) |
| Phone | 425-214-1533 |
| Address | 1910 120th Pl SE Everett, WA 98208 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 200 | 58.5 |
| (b) Individuals (high net worth individuals) | 85 | 177.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 25.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 17 | 14.2 |
| (n) Other | 2 | 0.3 |
| Total | 809 | 276.2 |
| By Discretionary | ||
| Discretionary | 774 | 253.1 |
| Non-Discretionary | 35 | 23.1 |
| Total | 809 | 276.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 276.2 | |
| Total | 809 | 276.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
BIP Alliance LLC
✚
|
GA | 0.3 |
|
Wolff Wiese Magana LLC
✚
|
CA | 0.3 |
|
Atala Financial Inc
✚
|
CA | 0.3 |
|
Naples Asset Management Co LLC
✚
|
FL | 0.3 |
|
The Capital Advisory Group Advisory Services LLC
✚
|
MN | 0.3 |
|
Fairhaven Financial Advisory Corporation
✚
|
MI | 0.3 |
|
Reutemann Financial Solutions Inc
✚
|
MD | 0.3 |
|
Guidance Investment Advisors LLC
✚
|
IN | 0.3 |
|
Pinnacle Family Advisors LLC
✚
|
MO | 0.3 |
|
Eiger Wealth Management LLC
✚
|
CA | 0.3 |