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Building 2HELM INVESTMENT MANAGEMENT, LLC

Map pinDENVER, CO
Phone303-861-4835
NotebookSEC #801-67176
Total AUM
$370.8M
Employees
3
Clients
140

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3017 E 2ND AVE
DENVER
CO 80206
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
303-861-4835

ReceiptFinancials

Total AUM
$370.8M
Accounts
559
Discretionary
$370.8M
Accounts
559
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
55
AUM
$344.7M
HNW Individual Clients
85
AUM
$26.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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