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THE HELMSTAR GROUP, LLC

Tel: 208-429-0800
250 South 5th Street
Suite 600
Boise, Idaho  83702

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THE HELMSTAR GROUP, LLC

THE HELMSTAR GROUP, LLC is a Boise, Idaho based financial advisory firm with nearly $341,704,173 in assets under management and provides investment advisory services for 1276 clients. There are currently 8 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial Planning, Portfolio Management for Individuals, Portfolio Management for Business, Selection of Other Advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

145074

SEC#:

801-108320

No. of Clients:

1276

Assets under Management

$341,704,173

No. of Advisors:

8

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