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| Happy Holidays!! thanks for using AUM13F!! |
| Helm Investment Management LLC
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| CRD # | 141773 |
| SEC # | 801-67176 |
| CIK # | |
| AUM | $322.1 M (2025-03-22) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 303-861-4835 |
| Address | 3017 E 2nd Ave Denver, CO 80206 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 57 | 25.7 |
| (b) Individuals (high net worth individuals) | 78 | 296.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 575 | 322.1 |
| By Discretionary | ||
| Discretionary | 575 | 322.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 575 | 322.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 322.1 | |
| Total | 575 | 322.1 |
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|---|---|---|
|
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✚
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OR | 0.3 |
|
AFT Forsyth & Sober LLC
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|
Mindset Wealth Management LLC
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|
SFM LLC
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|
Lexington Research and Capital Group LLC
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|
AR | 0.3 |
|
Torrey Growth & Income Advisors LLC
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|
CA | 0.3 |
|
Montvue Capital Management Inc
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|
VA | 0.3 |
|
Bentley Financial Group Inc
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|
IL | 0.3 |
|
Forza Wealth Management LLC
✚
|
FL | 0.3 |