|
⚲
|
| The Helmstar Group LLC
✚
|
|
|---|---|
| CRD # | 145074 |
| SEC # | 801-108320 |
| CIK # | |
| AUM | $586.9 M (2025-03-13) |
| Employees | 15 (67% Investors, 0% Brokers) |
| Phone | 208-429-0800 |
| Address | 250 South 5th Street Boise, ID 83702 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 289 | 97.5 |
| (b) Individuals (high net worth individuals) | 185 | 467.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 13 | 13.2 |
| (h) Charitable organizations | 2 | 7.9 |
| (i) State or municipal government entities | 1 | 0.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,768 | 586.9 |
| By Discretionary | ||
| Discretionary | 1,768 | 586.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,768 | 586.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.4 | |
| United States Persons | 584.4 | |
| Total | 1,768 | 586.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Siharum Advisors LLC
✚
|
MA | 0.6 |
|
Ballast Advisors LLC
✚
|
MN | 0.6 |
|
Scissortail Wealth Management LLC
✚
|
OK | 0.6 |
|
CORA Capital Advisors LLC
✚
|
NJ | 0.6 |
|
Arbor Wealth Advisors LLC
✚
|
MI | 0.6 |
|
Wambolt & Associates LLC
✚
|
CO | 0.6 |
|
Atwater Malick LLC
✚
|
PA | 0.6 |
|
Stolper & Company
✚
|
CA | 0.6 |
|
Spirit of America Management Corp
✚
|
NY | 0.6 |
|
Ma Private Wealth LLC
✚
|
CA | 0.6 |