Overview
Assets Under Management: $200 million
Headquarters: SEATTLE, WA
High-Net-Worth Clients: 42
Average Client Assets: $5 million
Frequently Asked Questions
HELM CAPITAL MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #123174), HELM CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
HELM CAPITAL MANAGEMENT LLC is headquartered in SEATTLE, WA.
HELM CAPITAL MANAGEMENT LLC serves 42 high-net-worth clients according to their SEC filing dated March 26, 2024. View client details ↓
According to their SEC Form ADV, HELM CAPITAL MANAGEMENT LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
HELM CAPITAL MANAGEMENT LLC manages $200 million in client assets according to their SEC filing dated March 26, 2024.
According to their SEC Form ADV, HELM CAPITAL MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.47
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 149
Discretionary Accounts: 149
Regulatory Filings
CRD Number: 123174
Last Filing Date: 2024-03-26 00:00:00
Website: https://helmcapitalmanagement.com