Peter Quinn, financial advisor Denver CO

Peter Quinn

CRD Number: 5998197
Current Firm: Helm Investment Management, LLC

Peter Quinn (CRD# 5998197) is an Investment Advisor Representative working at Helm Investment Management, LLC in Denver, CO and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Helm Investment Management LLC Denver, CO Jul 2015 - Current 8
Extended Travel Denver, CO Feb 2015 - Jun 2015 < 1
Cobiz Investment Management Denver, CO Apr 2005 - Feb 2015 9

Peter Quinn has no recent exams reported.
Contact Info for Peter J. Quinn
Phone Number: 303-861-4835
Firm Website: https://helminvest.com/
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    290
    MILLIONS
  • Total Number of Accounts
    506
    ACCOUNTS
  • Average Account Value
    $573,261
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, CO, TX

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