The Helix Financial Group
The Helix Financial Group (CRD# 147803) is a financial advisory firm headquartered in Irving, TX. They manage $51,707,427 in 211 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management52MILLION
Total Number of Accounts211ACCOUNTS
Average Account Value$245,059
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Matthew Grygar (CRD# 4161771) is an Investment Advisor Representative working at The Helix Financial Group in Addison, TX and has over 17 years of experience in the finance industry.
David Rice (CRD# 1855792) is an Investment Advisor Representative working at The Helix Financial Group in Irving, TX and has over 28 years of experience in the finance industry.