| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon Douglas Springer Control | Secretary-Treasurer | Under 5% | 2025 |
| Christopher John Rieke Control | Member | 10-25% | 1998 |
| Doris D Whitsell | Economic Interest Owner | 10-25% | 2024 |
Helmsman Financial Group, LLC reports $170.9 million in regulatory assets under management on its Form ADV.
Helmsman Financial Group, LLC reports 3 employees.
Helmsman Financial Group, LLC is based in Woodinville, WA and has been SEC-registered since 2018.
Helmsman Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 17330 135th Ave NE, Suite 2a, Woodinville, WA 98072 |
| Phone | 425-485-0381 |
| Fax | 425-481-1634 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $62.6M |
| Non-discretionary | $108.4M |
| Total (RAUM) | $170.9M |