Marc C Helfrich Registered Investment Advisor

Marc C Helfrich Registered Investment Advisor (CRD# 160051) is a financial advisory firm headquartered in Van Alstyne, TX. They manage $30,000,000 in 63 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
375 County Road 80., Van Alstyne, TX 75495
http://www.insured-wealth.com
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    63
    ACCOUNTS
  • Average Account Value
    $476,190
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Marc C Helfrich Registered Investment Advisor
Showing 1 - 1 of 1 top financial advisors.
1
Marc Helfrich, financial advisor Van Alstyne TX
Marc C. Helfrich
CRD#: 4564400
Van Alstyne, TX

Marc Helfrich (CRD# 4564400) is an Investment Advisor Representative working at Marc C Helfrich Registered Investment Advisor in Van Alstyne, TX and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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