THE HELIX FINANCIAL GROUP

RIASEC Registered
Total AUM
$107M
Discretionary
$0
0% of AUM
Avg account
$237K
Accounts
450
Employees
2
Advisory reps
2

Firm details

Headquarters
CARROLLTON, Texas
CRD number
147803
Custodians
AXOS CLEARING LLC
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals87.52%
  • HNWI12.25%
  • Corporations / Businesses0.24%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

The Helix Financial Group is an independent registered investment advisory operating as an LLC and owned by an individual. It serves both individual/family clients and institutions, offering financial planning and portfolio management for individuals, small businesses, and institutional/business clients. Compensation is a mix of AUM-based fees and hourly charges. The adviser reports it is not positioning itself as an ESG-focused manager and does not operate as a multi-state adviser or a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 63%, Exchange Traded Equities 12%, Cash & Cash Equivalents 8%, Other 6%, US Government Bonds 4%, State & Local Bonds 3%, Investment Grade Corp Bonds 2%, Non-Exchange Traded Equities 1%, Non-Investment Grade Corp Bonds 1%63%
  • Public Funds/Mutual Funds63%
  • Exchange Traded Equities12%
  • Cash & Cash Equivalents8%
  • Other6%
  • US Government Bonds4%

Contacts

2 of 2

  • MATTHEW GRYGAR

    Managing PartnerCRD 4161771

  • DAVID RICE

    PresidentCRD 1855792

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CARROLLTON, TX

DENTON

Location

CARROLLTON, TX

Headquartered in CARROLLTON, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DENTON
Address
4425 Plano Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth