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Young Paul Helmer Jr (St Louis)


Young Paul Helmer Jr is a large advisory firm based in St Louis. It manages $49.85 million of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Missouri.




Young Paul Helmer Jr provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Young Paul Helmer Jr: assets under management

The assets under management (AUM) of Young Paul Helmer Jr is $49.85 million. The firm's AUM has gone down by -45% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $3.48 million in discretionary accounts and $46.37 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.74 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.9 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Young Paul Helmer Jr for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in St Louis

The principal office where Young Paul Helmer Jr performs its advisory services is located at 1034 S Brentwood Blvd, St Louis, MO 63117, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 314-725-1787 or by fax 314-725-2750. The normal business hours are 09:00am to 05:00pmcst on Monday - Friday.


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