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The Helmstar Group, LLC
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The Helmstar Group, LLC Share
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Overview Share
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Boise, Idaho
$213.3 million AUM
1 office

The Helmstar Group, LLC is based in Boise, Idaho and has $213.3 million in assets under management.

Location
250 South 5th Street
Suite 600
Boise, ID 83702
$213.3 million
AUM
8
Employees
AUM Share
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$213,332,353
Assets under management
1,347 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 262 $66,484,990 31% $253,760
High net worth individuals 104 $138,097,133 65% $1,327,857
Pension and profit sharing plans 23 $5,375,409 3% $233,713
Charitable organizations 3 $3,075,361 1% $1,025,120
State or municipal government entities 1 $299,460 0% $299,460
Employees Share
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8
Employees
6
Investment analysts
75% of total employees
AUM per employee Share
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$213,332,353
Assets under management
$26,666,544
AUM per employee
$35,555,392
AUM per investment analyst
About Share
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Compensation

The Helmstar Group, LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

The Helmstar Group, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • General inv. consulting non-sec
Firm data Share
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CRD number 145,074
SEC number 801-108320
Legal structure Limited Liability Company
Legal governance Idaho, United States
Latest ADV filing date May 13, 2020

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