|
⚲
|
| The Helmstar Group LLC
✚
|
|
|---|---|
| CRD # | 145074 |
| SEC # | 801-108320 |
| CIK # | |
| AUM | $785.6 M (2026-03-27) |
| Employees | 12 (67% Investors, 0% Brokers) |
| Phone | 208-429-0800 |
| Address | 250 South 5th Street Boise, ID 83702 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 296 | 99.2 |
| (b) Individuals (high net worth individuals) | 227 | 661.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 14.9 |
| (h) Charitable organizations | 2 | 9.5 |
| (i) State or municipal government entities | 1 | 0.5 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,974 | 785.6 |
| By Discretionary | ||
| Discretionary | 1,974 | 785.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,974 | 785.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.5 | |
| United States Persons | 782.1 | |
| Total | 1,974 | 785.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bell Investment Advisors Inc
✚
|
CA | 0.8 |
|
Eagle Rock Investment Company LLC
✚
|
GA | 0.8 |
|
Warburton Capital Management LLC
✚
|
OK | 0.8 |
|
Vestgen Investment Management LLC
✚
|
NJ | 0.8 |
|
Cresta Advisors Ltd
✚
|
TX | 0.8 |
|
Regent Peak Wealth Advisors LLC
✚
|
GA | 0.8 |
|
Cadent Capital Advisors LLC
✚
|
OK | 0.8 |
|
JVL Associates LLC
✚
|
MI | 0.8 |
|
Flagstar Advisors Inc
✚
|
NY | 0.8 |
|
Bellwether Advisors LLC
✚
|
NE | 0.8 |