Peter John Quinn
Advisor at Helm Investment Management, LLC — Denver, CO
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFA®
Experience Industry experience
14 years
Location
Denver, CO 80206
Helm Investment Management, LLC
Supported
Total advisors
2Clients per advisor
70 HighAvg AUM per client
$2,648,919 Very HighHNW client ratio
61% Very HighPeter Quinn is a CFA charterholder with 13 years of industry experience. He has been with Helm Investment Management, LLC since 2015. The firm serves individual clients and families, including business owners and corporate executives, offering discretionary portfolio management and limited-scope financial planning. Helm applies Modern Portfolio Theory through a global asset allocation strategy and manages approximately $322 million across 135 households, focusing on higher-than-average account sizes with a compliance framework based on CFA Institute standards.
Based on Helm Investment Management, LLC
$0 - $1,500,000: 0.80% annually $1,500,000 - $3,000,000: 0.70% annually $3,000,000+: 0.60% annually
$275 per hour for financial planning and projects unrelated to investment advisory
Minimum fee: $400 per quarter Fee-only: Investment advisory fees and hourly charges for financial planning
Denver, CO
3017 E 2nd Ave
Denver CO 80206
Advisors at this office
2
Colorado
14 years of industry experience
Helm Investment Management LLC
2015 - Present • 11 years
Denver, CO
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