The Helix Financial Group

The Helix Financial Group (CRD# 147803) is a financial advisory firm headquartered in Carrolltron, TX. They manage $73,600,900 in 490 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4425 Plano Parkway, Suite 804, Carrolltron, TX 75010
By the Numbers
  • Total Assets Under Management
    74
    MILLION
  • Total Number of Accounts
    490
    ACCOUNTS
  • Average Account Value
    $150,206
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
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 Grygar, financial advisor Carrolltron TX
Matthew J. Grygar
CRD#: 4161771
4425 Plano Parkway, Suite 804, Carrolltron, TX 75010

Matthew Grygar (CRD# 4161771) is an Investment Advisor Representative working at The Helix Financial Group in Carrolltron, TX and has over 23 years of experience in the finance industry.

2
David Rice, financial advisor Carrolltron TX
David C. Rice
CRD#: 1855792
4425 Plano Parkway, Suite 804, Carrolltron, TX 75010

David Rice (CRD# 1855792) is an Investment Advisor Representative working at The Helix Financial Group in Carrolltron, TX and has over 35 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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