Holbrook Global Strategies

Holbrook Global Strategies (CRD# 127059) is a financial advisory firm headquartered in Palo Alto, CA. They manage $143,000,000 in 35 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
635 Bryant Street, Palo Alto, CA 94301
http://www.holbrookglobal.com
By the Numbers
  • Total Assets Under Management
    143
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $4,085,714
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
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 Holbrook, financial advisor Foster City CA
Richard L. Holbrook
CRD#: 2413100
Foster City, CA

Richard Holbrook (CRD# 2413100) is an Investment Advisor Representative working at Holbrook Global Strategies in Foster City, CA and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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