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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