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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-13-2021
- Office Locations
- 1
Office Locations
About Helm Investment
Helm Investment Management, LLC provides fee-only, highly customized portfolio management for individuals, families, and foundations, aligning diversified domestic and international equity and fixed income strategies to each client’s goals, risk tolerance, and account-level tax constraints. The firm is part of a larger office with independent tax and estate planning professionals, supporting an interdisciplinary, tax-aware approach across taxable and tax-deferred assets.
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Owner & Executives
ROBERT Jason HELM
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #4614321
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,850,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,850,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,850,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,932,359,516 | 33.9% |
| Public Funds | $4,584,514,878 | 53.0% |
| Cash | $1,133,153,677 | 13.1% |
| Total | $8,650,028,071 | 100.0% |