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Building 2HELM CAPITAL MANAGEMENT

Map pinSEATTLE, WA
Phone206-654-6200
NotebookSEC #801-81063
Total AUM
$400.8M
Employees
1
Clients
52

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1904 THIRD AVENUE, SUITE 325
SEATTLE
WA 98101
United States
Operating Hours
9 AM - 5 PM PST
Monday - Friday
Phone
206-654-6200

ReceiptFinancials

Total AUM
$400.8M
Accounts
154
Discretionary
$400.8M
Accounts
154
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
10
AUM
$3.1M
HNW Individual Clients
42
AUM
$397.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TXWA

HandshakeAffiliates

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

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