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Home > Retirement Planners > georgia > atlanta > HOLCOMBE FINANCIAL, INC.
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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