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Peter John Quinn

Helm Investment Management, LLC

Denver, CO

CRD 5998197

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Employer firm

Helm Investment Management, LLC CRD 141773

$371M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Helm Investment Management, Llc

3017 E 2Nd Ave, Denver, CO 80206 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-01-01
  • CO RA
    APPROVED
    Since 2025-01-01

Branch Locations

3017 E 2Nd Ave, Denver, CO 80206 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Helm Investment Management Llc Denver CO 07/2015 Present
Previous Registrations
  • 2011-12-05 → 2015-02-04
    Cobiz Wealth
    Denver, CO
Designations
  • Chartered Financial Analyst
Other Names
  • Peter Quinn

View on SEC IAPD

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Nearby Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
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