HELM INVESTMENT MANAGEMENT, LLC

3017 E 2nd Ave
Denver, Colorado 80206
Tel: 303-861-4835

About HELM INVESTMENT MANAGEMENT, LLC

HELM INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as HELM INVESTMENT MANAGEMENT, LLC. The firm was established in 10/06/2006. They have over 1 offices throughout the country.

HELM INVESTMENT MANAGEMENT, LLC is a Denver, Colorado based Financial Planning firm with nearly $290,070,271 assets under management, offering retirement planning & investment advisory services to 506 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	141773
SEC#	801-67176
Assets Managed by Firm	$290,070,271
No. of Clients	506
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	506	$290,070,271
Individuals (other than high net worth individuals)	52	$21,535,363
High net worth individuals	76	$268,534,908

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