Helium Advisors LLC

Helium Advisors LLC (CRD# 282356) is a financial advisory firm headquartered in Bellevue, WA. They manage $31,071,280 in 146 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    146
    ACCOUNTS
  • Average Account Value
    $212,817
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX, WA

Financial Advisors at Helium Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Howard A. Morin
CRD#: 5334930
11820 Northup Way, Suite E101, Bellevue, WA 98005
93
Wealthminder
score

Howard Morin (CRD# 5334930) is an Investment Advisor Representative working at Helium Advisors LLC in Bellevue, WA and has over 10 years of experience in the finance industry.

2
Gary N. Russell
CRD#: 4196975
11820 Northup Way, Suite E101, Bellevue, WA 98005
93
Wealthminder
score

Gary Russell (CRD# 4196975) is an Investment Advisor Representative working at Helium Advisors LLC in Bellevue, WA and has over 18 years of experience in the finance industry.

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