Helm Capital Management

Helm Capital Management (CRD# 123174) is a financial advisory firm headquartered in Seattle, WA. They manage $104,661,879 in 145 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    105
    MILLION
  • Total Number of Accounts
    145
    ACCOUNTS
  • Average Account Value
    $721,806
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX, WA

Financial Advisors at Helm Capital Management
Showing 1 - 2 of 2 top financial advisors.
1
Matthew D. Zuck
CRD#: 4541774
1904 Third Avenue, Suite 325, Seattle, WA 98101
96
Wealthminder
score

Matthew Zuck (CRD# 4541774) is an Investment Advisor Representative working at Helm Capital Management in Seattle, WA and has over 14 years of experience in the finance industry.

2
Edward S. Malakoff
CRD#: 4598312
1904 Third Avenue Ste 325, Seattle, WA 98101
93
Wealthminder
score

Edward Malakoff (CRD# 4598312) is an Investment Advisor Representative working at Helm Capital Management in Seattle, WA and has over 16 years of experience in the finance industry.

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