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Jeffrey Leigh Holmes

RED GRANITE ADVISORS LLC·MILWAUKEE, Wisconsin
Unclaimed Profile
100 E. WISCONSIN AVE., MILWAUKEE, WI 53202CRD# 1407990Firm CRD# 140045
01

About

Jeffrey Leigh Holmes is a registered financial advisor based in MILWAUKEE, Wisconsin, affiliated with RED GRANITE ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Fee-Only Advisory
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
RED GRANITE ADVISORS LLC
RED GRANITE ADVISORS LLC
AUM
$478M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at RED GRANITE ADVISORS LLC →
Services
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1407990
Firm CRD# 140045
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Leigh Holmes offer?
Jeffrey Leigh Holmes specializes in Wealth Management, Fee-Only Advisory. Contact their office in MILWAUKEE, Wisconsin for a consultation.
What are Jeffrey Leigh Holmes's credentials?
Jeffrey Leigh Holmes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Leigh Holmes located?
Jeffrey Leigh Holmes is based in MILWAUKEE, Wisconsin, working with RED GRANITE ADVISORS LLC. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.
How does Jeffrey Leigh Holmes charge for services?
Jeffrey Leigh Holmes's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RED GRANITE ADVISORS LLC?
RED GRANITE ADVISORS LLC has approximately 6 employees and manages $478M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MILWAUKEE
Robert John Bukowski — ALPHA INVESTMENT CONSULTING GROUP, LLCRobert William Landaas — LANDAAS & COMPANYBrian Donald Kilb — LANDAAS & COMPANYJean Carol Baley — LANDAAS & COMPANYStewart M. Wangard — WANGARD INCOME FUND MANAGER, LLC
Nearby cities in Wisconsin
MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)
City Guides
MADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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