Unclaimed Profile

Robert Martin Helm

GOLD HILL CAPITAL MANAGEMENT, LLC·PLEASANT HILL, California

Clean recordGOLD HILL CAPITAL MANAGEMENT, LLC

3478 BUSKIRK AVE, PLEASANT HILL, CA 94523CRD# 6011444Firm CRD# 158141

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Martin Helm · PLEASANT HILL, CA

Registration

CRD #6011444 · GOLD HILL CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert Martin Helm is a registered financial advisor based in PLEASANT HILL, California, affiliated with GOLD HILL CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

GOLD HILL CAPITAL MANAGEMENT, LLC

AUM

$205M

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at GOLD HILL CAPITAL MANAGEMENT, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6011444

Firm CRD# 158141

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Martin Helm offer?

Robert Martin Helm specializes in Retirement Planning. Contact their office in PLEASANT HILL, California for a consultation.

What are Robert Martin Helm's credentials?

Robert Martin Helm is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Martin Helm located?

Robert Martin Helm is based in PLEASANT HILL, California, working with GOLD HILL CAPITAL MANAGEMENT, LLC. Their office serves clients in the PLEASANT HILL metropolitan area and surrounding communities.

How does Robert Martin Helm charge for services?

Robert Martin Helm's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GOLD HILL CAPITAL MANAGEMENT, LLC?

GOLD HILL CAPITAL MANAGEMENT, LLC is a registered investment adviser with the SEC, managing $205M in regulatory assets under management. See their Form ADV for full details.

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