HOLCOMBE & MCGRATH

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

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 Status	Approved
Firm CRD#	121197
SEC#	801-125021
Assets Managed by Firm	$121,069,669
No. of Clients	667
No. of Advisors	3

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 Clients	AUM
Firm Total	667	$121,069,669
Individuals (other than high net worth individuals)	226	$60,385,452
High net worth individuals	32	$60,684,217

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