MARC C HELFRICH REGISTERED INVESTMENT ADVISOR

MARC C HELFRICH REGISTERED INVESTMENT ADVISOR of VAN ALSTYNE, TX is an SEC-registered investment adviser (CRD 160051). Regulatory assets under management: $33.5M.

Registration

• CRD: 160051
• Type: Registered investment adviser
• Location: 1875 WILLY VESTER RD., VAN ALSTYNE, TX, 75495
• Phone: 972-767-8370
• Latest filing: 2026-03-06
• Regulatory AUM: $33.5M
• Non-discretionary AUM: $33.5M
• Clients: 1
• Accounts: 80

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 160051 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search