Holbrook Management, LLC

Holbrook Management, LLC (CRD# 149561) is a financial advisory firm headquartered in Denver, CO. They manage $14,377,700 in 22 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $653,532
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.

CO, NJ, NY, TX

Financial Advisors at Holbrook Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Omar H. Mallick
CRD#: 5645402
100 Fillmore Street, 5th Floor, Denver, CO 80206
93
Wealthminder
score

Omar Mallick (CRD# 5645402) is an Investment Advisor Representative working at Holbrook Management, LLC in Denver, CO and has over 7 years of experience in the finance industry.

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