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HELM INVESTMENT MANAGEMENT, LLC
CRD 141773 · SEC 801-67176
3017 E 2ND AVE, DENVER, CO, 80206, United States
Phone
303-861-4835
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$370.8M
Discretionary AUM
$370.8M
Team
3 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $344.7M |
| High net worth individuals | 85 | $26.1M |
States served
CA, CO, TX
All web addresses on file
Official SEC filing: View on IAPD