HOLMAN INVESTMENTS AND PLANNING, LLC

SALT LAKE CITY, Utah·1 registered advisor·CRD# 141673
SEC# 801-68714801-365-0101
01

Firm Overview

AUM
$71M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at HOLMAN INVESTMENTS AND PLANNING, LLC

1 registered advisor
Gerald Garth Holman
SALT LAKE CITY, Utah
CFP
05

Office Locations

SALT LAKE CITY, Utah
1 advisor

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Data sourced from SEC Form ADV filings. HOLMAN INVESTMENTS AND PLANNING, LLC (CRD# 141673) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.