HELPING HAND RIA, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
Plano, Texas
CRD number
309802
Fee structure
Other

Firm profile

FINTRX

Overview

Helping Hand Ria, LLC is organized as a limited liability company and is listed in the FINTRX snapshot as an unclassified advisory entity. The firm is identified as having both a domestic-entity and individual ownership structure. Fee arrangements are described generically as "other" rather than standard AUM- or commission-based models. The record indicates the firm is not a capital allocator, not a pension consultant, and is not marked as a related adviser. Regulatory and program flags in the snapshot show Helping Hand Ria, LLC is not an active ESG investor and is not designated as a multi-state or newly formed adviser. The firm lists an industry affiliation with an accountant, suggesting a link to accounting professionals or services in its network or operations.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • PAM DUNCAN

    ManagerCRD 2643588

  • Sean Duncan

    President & FounderCRD 7276741

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Plano, TX

COLLIN

Location

Plano, TX

Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
COLLIN
Address
5550 Granite Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth