HELM INVESTMENT MANAGEMENT, LLC
  • HELM INVESTMENT MANAGEMENT, LLC

Adviser Profile

As of Date 03/20/2026
Registration SEC, Approved, 10/06/2006
ADV Location DENVER, CO, United States
Contact Info 303 xxxxxxx
Websites
AUM* 370,848,650 28%
of that, discretionary 370,848,650 28%
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 663,414 16%
% High Net Worth 60.71% 2%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

371M 318M 265M 212M 159M 106M 53M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary