DIRECTORY OF REGISTERED ADVISORS
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HELMSTAR WEALTH MANAGEMENT
Tel: 208-429-0800
250 South 5th Street Suite 600
Boise, Idaho 83702
HELMSTAR WEALTH MANAGEMENT
HELMSTAR WEALTH MANAGEMENT is a Boise, Idaho based financial advisory firm with nearly $454,837,733 in assets under management and provides investment advisory services for 1530 clients. There are currently 15 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
145074
SEC#:
801-108320
No. of Clients:
1530
Assets under Management
$454,837,733
No. of Advisors:
15
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