HELM INVESTMENT MANAGEMENT, LLC

DENVER, Colorado·3 registered advisors·CRD# 141773
SEC# 801-671760303-861-4835
01

Firm Overview

AUM
$290M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at HELM INVESTMENT MANAGEMENT, LLC

3 registered advisors
Jay Allan Mccormick
DENVER, Colorado
Peter John Quinn
DENVER, Colorado
Thomas Jay Barrett
DENVER, Colorado
05

Office Locations

DENVER, Colorado
3 advisors

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Data sourced from SEC Form ADV filings. HELM INVESTMENT MANAGEMENT, LLC (CRD# 141773) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.