SEC Form ADV

HELM INVESTMENT MANAGEMENT, LLC

Firm profile: HELM Investment Group — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserCO

$370.8M

Assets Under Management

559

Total Clients

Employees

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Registration Details

Accession: CRD-141773
Location: DENVER, CO
Filing Date: March 20, 2026
AUM: $370.8M
Total Clients: 559
Employees: 3
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

HELM INVESTMENT MANAGEMENT, LLC is a registered investment adviser headquartered in DENVER, CO, managing approximately $370.8M in assets across 559 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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