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HOLCOMBE & MCGRATH

12a Bay Street
Asheville, North Carolina 28801
Tel: 828-252-8228

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About HOLCOMBE & MCGRATH

HOLCOMBE & MCGRATH, formally registered with the SEC as HOLCOMBE & MCGRATH. The firm was established in 05/13/2022. They have over 1 offices throughout the country.

HOLCOMBE & MCGRATH is a Asheville, North Carolina based Financial Planning firm with nearly $121,069,669 assets under management, offering retirement planning & investment advisory services to 667 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#121197
SEC#801-125021
Assets Managed by Firm$121,069,669
No. of Clients667
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total667$121,069,669
Individuals (other than high net worth individuals)226$60,385,452
High net worth individuals32$60,684,217

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