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John Michael Holman

PHORCYS INVESTMENT ADVISORS, LLC·GUAYNABO, Puerto Rico
Unclaimed Profile
GAM TOWER, GUAYNABO, PR 00968CRD# 1858866Firm CRD# 306551
01

About

John Michael Holman is a registered financial advisor based in GUAYNABO, Puerto Rico, affiliated with PHORCYS INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PHORCYS INVESTMENT ADVISORS, LLC
PHORCYS INVESTMENT ADVISORS, LLC
AUM
$1.2B
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at PHORCYS INVESTMENT ADVISORS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1858866
Firm CRD# 306551
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Michael Holman offer?
John Michael Holman specializes in Retirement Planning. Contact their office in GUAYNABO, Puerto Rico for a consultation.
What are John Michael Holman's credentials?
John Michael Holman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Michael Holman located?
John Michael Holman is based in GUAYNABO, Puerto Rico, working with PHORCYS INVESTMENT ADVISORS, LLC. Their office serves clients in the GUAYNABO metropolitan area and surrounding communities.
How does John Michael Holman charge for services?
John Michael Holman's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PHORCYS INVESTMENT ADVISORS, LLC?
PHORCYS INVESTMENT ADVISORS, LLC has approximately 2 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GUAYNABO
Carlos Miguel Garcia — BAYBOSTON MANAGERS PUERTO RICO LLCRichard Scott Umstead — MOSAIC INVESTMENT PARTNERS, INC.Lee Dana Weiss — MOSAIC INVESTMENT PARTNERS, INC.John Raymond Watson — SANTANDER SECURITIES LLCEduardo Manuel Inclan — BLUHAUS CAPITAL MANAGEMENT LLC
Nearby cities in Puerto Rico
SAN JUAN (212)DORADO (20)HATO REY (19)PONCE (6)RINCON (5)
City Guides
SAN JUAN GuideDORADO GuideHATO REY GuidePONCE GuideRINCON Guide
Research
Advisor Fees in Puerto RicoNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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