RIA Intel›Advisers›Indiana›HELPING HAND FINANCIAL, LLC

HELPING HAND FINANCIAL, LLC

Advisory

GREENWOOD, IN

Data as of Mar 26, 2026 · Source: SEC Form ADV

Average account
$375K
across 5 accounts
AUM per adviser
$937K
2 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM
$2M
Discretionary %
100%
Clients
5
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$2M
Discretionary AUM$2M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients5
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCO
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

C.R. RETIREMENT STRATEGIES, LLC
$2M
INTEGRATED CAPITAL MANAGEMENT COMPANY, INC..
$2M
DENTVEST LLC
$2M
TRIMINGHAM FINANCIAL, LLC
$2M
REED INVESTMENT MANAGEMENT, LLC
INDIANAPOLIS, IN
$2M
WEALTH TEAM LLC
$2M

Get the full picture on HELPING HAND FINANCIAL, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track HELPING HAND FINANCIAL, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans