HELMSMAN FINANCIAL GROUP, LLC
CRD #113780 SEC #801-113375 WOODINVILLE, WA 425-485-0381
SEC Registered
Total AUM
$170.9M
Discretionary
$62.6M
Employees
3
Clients
51
Accounts
268
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $170.9M | $62.6M | $108.4M | 3 | 1 |
| Jan 2025 | $155M | $55.9M | $99.1M | 3 | 2 |
| Oct 2024 | $155M | $55.9M | $99.1M | 3 | 2 |
| Mar 2024 | $155M | $55.9M | $99.1M | 3 | 2 |
| Apr 2023 | $148.6M | $56.5M | $92.1M | 3 | 2 |
| Mar 2023 | $148.6M | $56.5M | $92.1M | 3 | 2 |
| Aug 2022 | $164.4M | $63.1M | $101.3M | 3 | 4 |
| Mar 2022 | $164.4M | $63.1M | $101.3M | 3 | 4 |
| Mar 2021 | $143.5M | $53.6M | $89.8M | 3 | 1 |
| Mar 2021 | $129.1M | $50.5M | $78.6M | 3 | 4 |
| Jun 2020 | $129.1M | $50.5M | $78.6M | 3 | 4 |
| Mar 2020 | $129.1M | $50.5M | $78.6M | 3 | 4 |
| Mar 2019 | $110.6M | $43M | $67.5M | 3 | 4 |
| Jun 2018 | $109.5M | $37.6M | $71.9M | 3 | 2 |
| May 2018 | $109.5M | $37.6M | $71.9M | 3 | 2 |
| May 2018 | $109.5M | $37.6M | $71.9M | 3 | 2 |
| Feb 2012 | $71.5M | $31.6M | $39.9M | 1 | 26 |
| Jan 2012 | $70.5M | $30.6M | $39.9M | 1 | 26 |
| Mar 2011 | $67.3M | $29.9M | $37.4M | 5 | -- |
| Mar 2010 | $58.1M | $28.7M | $29.5M | 5 | -- |
| Mar 2009 | $44.4M | $23.7M | $20.8M | 5 | -- |
| Mar 2007 | $61.7M | $46.4M | $15.3M | 5 | -- |
| Feb 2006 | $59.2M | $45.2M | $14.1M | 5 | -- |
| Feb 2005 | $52.2M | $43M | $9.2M | 5 | -- |
| Jan 2004 | $44.8M | $39.4M | $5.4M | 5 | -- |
DateMar 2025
Total AUM$170.9M
Discretionary$62.6M
Non-Disc.$108.4M
Employees3
Clients1
DateJan 2025
Total AUM$155M
Discretionary$55.9M
Non-Disc.$99.1M
Employees3
Clients2
DateOct 2024
Total AUM$155M
Discretionary$55.9M
Non-Disc.$99.1M
Employees3
Clients2
DateMar 2024
Total AUM$155M
Discretionary$55.9M
Non-Disc.$99.1M
Employees3
Clients2
DateApr 2023
Total AUM$148.6M
Discretionary$56.5M
Non-Disc.$92.1M
Employees3
Clients2
DateMar 2023
Total AUM$148.6M
Discretionary$56.5M
Non-Disc.$92.1M
Employees3
Clients2
DateAug 2022
Total AUM$164.4M
Discretionary$63.1M
Non-Disc.$101.3M
Employees3
Clients4
DateMar 2022
Total AUM$164.4M
Discretionary$63.1M
Non-Disc.$101.3M
Employees3
Clients4
DateMar 2021
Total AUM$143.5M
Discretionary$53.6M
Non-Disc.$89.8M
Employees3
Clients1
DateMar 2021
Total AUM$129.1M
Discretionary$50.5M
Non-Disc.$78.6M
Employees3
Clients4
DateJun 2020
Total AUM$129.1M
Discretionary$50.5M
Non-Disc.$78.6M
Employees3
Clients4
DateMar 2020
Total AUM$129.1M
Discretionary$50.5M
Non-Disc.$78.6M
Employees3
Clients4
DateMar 2019
Total AUM$110.6M
Discretionary$43M
Non-Disc.$67.5M
Employees3
Clients4
DateJun 2018
Total AUM$109.5M
Discretionary$37.6M
Non-Disc.$71.9M
Employees3
Clients2
DateMay 2018
Total AUM$109.5M
Discretionary$37.6M
Non-Disc.$71.9M
Employees3
Clients2
DateMay 2018
Total AUM$109.5M
Discretionary$37.6M
Non-Disc.$71.9M
Employees3
Clients2
DateFeb 2012
Total AUM$71.5M
Discretionary$31.6M
Non-Disc.$39.9M
Employees1
Clients26
DateJan 2012
Total AUM$70.5M
Discretionary$30.6M
Non-Disc.$39.9M
Employees1
Clients26
DateMar 2011
Total AUM$67.3M
Discretionary$29.9M
Non-Disc.$37.4M
Employees5
Clients--
DateMar 2010
Total AUM$58.1M
Discretionary$28.7M
Non-Disc.$29.5M
Employees5
Clients--
DateMar 2009
Total AUM$44.4M
Discretionary$23.7M
Non-Disc.$20.8M
Employees5
Clients--
DateMar 2007
Total AUM$61.7M
Discretionary$46.4M
Non-Disc.$15.3M
Employees5
Clients--
DateFeb 2006
Total AUM$59.2M
Discretionary$45.2M
Non-Disc.$14.1M
Employees5
Clients--
DateFeb 2005
Total AUM$52.2M
Discretionary$43M
Non-Disc.$9.2M
Employees5
Clients--
DateJan 2004
Total AUM$44.8M
Discretionary$39.4M
Non-Disc.$5.4M
Employees5
Clients--