Holbrook Global Strategies

Holbrook Global Strategies (CRD# 127059) is a financial advisory firm headquartered in Palo Alto, CA. They manage $126,000,000 in 80 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    126
    MILLION
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $1,575,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Holbrook Global Strategies
Showing 1 - 1 of 1 top financial advisors.
1
Richard L. Holbrook
CRD#: 2413100
Foster City, CA
93
Wealthminder
score

Richard Holbrook (CRD# 2413100) is an Investment Advisor Representative working at Holbrook Global Strategies in Foster City, CA and has over 22 years of experience in the finance industry.

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