Claim Profile
JH

Jeffrey Trevor Holman

SENTIENT INVESTMENT MANAGEMENT LLC·SAN FRANCISCO, California
Unclaimed Profile
1 CALIFORNIA STREET, SAN FRANCISCO, CA 94111CRD# 4875865Firm CRD# 282789
01

About

Jeffrey Trevor Holman is a registered financial advisor based in SAN FRANCISCO, California, affiliated with SENTIENT INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
SENTIENT INVESTMENT MANAGEMENT LLC
SENTIENT INVESTMENT MANAGEMENT LLC
AUM
Regulatory assets under management
Employees
Total firm employees
04

Background

Compensation

Compensation details will be added during enrichment.

Regulatory
SEC/IARD CRD# 4875865
Firm CRD# 282789
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN FRANCISCO?

Browse all registered financial advisors in SAN FRANCISCO, California or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jeffrey Trevor Holman offer?
Jeffrey Trevor Holman is a registered financial advisor in SAN FRANCISCO, California. Contact their office for details on services offered.
What are Jeffrey Trevor Holman's credentials?
Jeffrey Trevor Holman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Trevor Holman located?
Jeffrey Trevor Holman is based in SAN FRANCISCO, California, working with SENTIENT INVESTMENT MANAGEMENT LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How large is SENTIENT INVESTMENT MANAGEMENT LLC?
SENTIENT INVESTMENT MANAGEMENT LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty