Helmholdt 360, LLC

Helmholdt 360, LLC (CRD# 125562) is a financial advisory firm headquartered in Grand Rapids, MI. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
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.


Financial Advisors at Helmholdt 360, LLC
Showing 1 - 1 of 1 top financial advisors.
Daniel M. Helmholdt
CRD#: 4648194
5940 Tahoe Dr. Se, Grand Rapids, MI 49546

Daniel Helmholdt (CRD# 4648194) is an Investment Advisor Representative working at Helmholdt 360, LLC in Grand Rapids, MI and has over 5 years of experience in the finance industry.

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