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HELM INVESTMENT
RIO OAKS LLC
CRD 316688
1617 PARK PLACE AVE., SUITE 110, FORT WORTH, TX, 76110, United States
Phone
818-451-7642
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$6.6M
Discretionary AUM
$6.6M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2025-03-28
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $100K |
| High net worth individuals | 13 | $6.5M |
Official SEC filing: View on IAPD