HELIUM ADVISORS LLC

RIASEC RegisteredEst. 2022

Total AUM

$234M

Discretionary

$225M

96% of AUM

Avg account

$339K

Accounts

690

Employees

Advisory reps

Firm details

Headquarters: VANCOUVER, Washington
CRD number: 282356
Registered since: September 15, 2022
Website: www.heliumadvisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., 2001 SPRING ROAD, SUITE 700, 450 WEST 33RD STREET FL 11
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI68.22%
Individuals24.01%
Corporations / Businesses7.77%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Helium Advisors LLC is an independent, SEC-registered registered investment adviser formed as an LLC and operating as a capital allocator to both individual/family and institutional clients. The firm provides financial planning and discretionary portfolio management for individuals, small businesses and institutions, and offers pension consulting and manager selection services. It also operates as an insurance broker and produces written market content and educational seminars. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Helium does not position itself as an active ESG investor and is not multi-state registered.