Overview
Assets Under Management: $200 million
Headquarters: SEATTLE, WA
High-Net-Worth Clients: 42
Average Client Assets: $5 million
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