M
CRD: 160051
Marc C Helfrich Registered Investment Advisor
$33.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
82 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-26-2012
- Office Locations
- 1
Office Locations
-- VAN Alstyne TX
About Marc C Helfrich Registered Investment Advisor
Insured Wealth Management (Marc C. Helfrich) is a Texas-based fiduciary RIA focused on pre-retirees and retirees. The firm builds customized retirement plans covering Social Security timing, cash-flow distributions, and tax- and inflation-aware portfolio guidance. Reported managed portfolios are primarily ETF-based, with custody through Schwab and Interactive Brokers.
Team overview
65 AVG AGE
$33.5M AVG AUM / ADVISOR
$408.5K AVG AUM / CLIENT
14.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Services
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Technology
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Owner & Executives
MARC CHRISTOPHER HELFRICH
Chief Compliance Officer, Owner
- CRD
- #4564400
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $33,500,000 | -- |
| Total | $33,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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