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
The Helix Financial Group
By the Numbers
-
Total Assets Under Management74MILLION
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Total Number of Accounts490ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at The Helix Financial Group
1
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 (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.
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