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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    211
    ACCOUNTS
  • Average Account Value
    $245,059
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
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

Financial Advisors at The Helix Financial Group
Showing 1 - 2 of 2 top financial advisors.
1
Matthew J. Grygar
CRD#: 4161771
15851 Dallas Parkway, Addison, TX 75001
93
Wealthminder
score

Matthew Grygar (CRD# 4161771) is an Investment Advisor Representative working at The Helix Financial Group in Addison, TX and has over 16 years of experience in the finance industry.

2
David C. Rice
CRD#: 1855792
909 Lake Carolyn Parkway, Suite 310, Irving, TX 75039
18
Wealthminder
score

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.

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