HOLCOMBE FINANCIAL, INC.

4151 Ashford Dunwoody Road
Suite 165
Atlanta, Georgia 30319
Tel: 404-257-3317

About HOLCOMBE FINANCIAL, INC.

HOLCOMBE FINANCIAL, INC, formally registered with the SEC as HOLCOMBE FINANCIAL, INC. The firm was established in 11/30/2006. They have over 2 offices throughout the country.

HOLCOMBE FINANCIAL, INC. is a Atlanta, Georgia based Financial Planning firm with nearly $347,052,630 assets under management, offering retirement planning & investment advisory services to 648 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	142238
SEC#	801-67308
Assets Managed by Firm	$347,052,630
No. of Clients	648
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	648	$347,052,630
Individuals (other than high net worth individuals)	74	$27,100,978
High net worth individuals	110	$295,551,514
Pension and profit sharing plans	5	$7,980,341

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