$106.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
240 ADV. Clients
17 yrs Firm Age
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- Custodian
- American Funds · Axos · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-09-2009
- Office Locations
- 1
Office Locations
4425 Plano Parkway Suite 804 Carrolltron TX
About THE Helix Financial Group
Helix Financial (Helix by TBO Bank) provides short-term consumer loans for emergency borrowing needs; loans are issued and serviced by TBO Bank and managed via its online client portal. As of Oct 2024, Helix is no longer originating loans to new customers, focusing on servicing existing borrowers and exploring alternate funding options.
Team overview
-- AVG AGE
$53.4M AVG AUM / ADVISOR
$444.9K AVG AUM / CLIENT
17 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
M
MATTHEW JOSEPH GRYGAR
Managing Partner
- CRD
- #4161771
- Ownership
- 50% but less than 75%
Available
Available
Available
DAVID CHRIS RICE
Chief Compliance Officer, President
- CRD
- #1855792
- Ownership
- 50% but less than 75%
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 | $106,775,900 | -- |
| Total | $106,775,900 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Other:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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