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HOLBROOK HOLDINGS, INC.

3225 Cumberland Blvd
100
Atlanta, Georgia 30339
Tel: 678-400-3980

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About HOLBROOK HOLDINGS, INC.

HOLBROOK HOLDINGS, INC, formally registered with the SEC as HOLBROOK HOLDINGS, INC. The firm was established in 04/08/2016. They have over 5 offices throughout the country.

HOLBROOK HOLDINGS, INC. is a Atlanta, Georgia based Financial Planning firm with nearly $2,301,296,649 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#283258
SEC#801-107682
Assets Managed by Firm$2,301,296,649
No. of Clients2
No. of Advisors14

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for investment companies

Firm Client Information

No. of ClientsAUM
Firm Total2$2,301,296,649

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