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HELM CAPITAL MANAGEMENT
1904 Third Avenue, Suite 325
Seattle, Washington 98101
Tel: 206-654-6200
About HELM CAPITAL MANAGEMENT
HELM CAPITAL MANAGEMENT, formally registered with the SEC as HELM CAPITAL MANAGEMENT. The firm was established in 03/09/2015. They have over 1 offices throughout the country.
HELM CAPITAL MANAGEMENT is a Seattle, Washington based Financial Planning firm with nearly $199,958,063 assets under management, offering retirement planning & investment advisory services to 149 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 123174 |
| SEC# | 801-81063 |
| Assets Managed by Firm | $199,958,063 |
| No. of Clients | 149 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (CONSULTING SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 149 | $199,958,063 |
| Individuals (other than high net worth individuals) | 4 | $22,503,609 |
| High net worth individuals | 145 | $177,454,454 |
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