HOLMES & TURNER FINANCIAL SERVICES, INC.

BOZEMAN, Montana·7 registered advisors·CRD# 113553
SEC# 801-640301720-943-8922
01

Firm Overview

AUM
$74M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment Management
04

Advisors at HOLMES & TURNER FINANCIAL SERVICES, INC.

7 registered advisors
David John Turner
DENVER, Colorado
Duane William Moulton
DENVER, Colorado
Ernest John Turner
BOZEMAN, Montana
John Joseph Vansant
DENVER, Colorado
Laura Lynn Turner
DENVER, Colorado
Timothy James Kenkel
DENVER, Colorado
William Bruce Hebron
DENVER, Colorado
05

Office Locations

DENVER, Colorado
6 advisors
BOZEMAN, Montana
1 advisor

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Data sourced from SEC Form ADV filings. HOLMES & TURNER FINANCIAL SERVICES, INC. (CRD# 113553) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.