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Joseph Francis Helmer

President, Co-TrusteeCaldwell Sutter Capital, Inc.CRD 1860949

About Joseph Francis Helmer

Joseph Francis Helmer is listed as President, Co-Trustee at Caldwell Sutter Capital, Inc. in Sausalito, CA. Form ADV reports a beneficial ownership band of Under 5%. Joseph Francis Helmer is associated with 3 registered advisers.

Reported ownership

Owns Under 5% of Caldwell Sutter Capital, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Joseph Francis Helmer work?

Joseph Francis Helmer is listed as President, Co-Trustee at Caldwell Sutter Capital, Inc. on SEC Form ADV.

How much of Caldwell Sutter Capital, Inc. does Joseph Francis Helmer own?

Form ADV reports a beneficial ownership band of Under 5%.

Caldwell Sutter Capital, Inc.

TitlePresident, Co-Trustee
OwnershipUnder 5%
Control personYes
Since2008
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Caldwell Sutter Capital, Inc.

TitleCo-Trustee
Ownership—
Control personYes
Since2021
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Caldwell Sutter Capital, Inc.

TitleTrustee
Ownership25-50%
Control personYes
Since2025
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