Holbrook Management, LLC

Holbrook Management, LLC (CRD# 149561) is a financial advisory firm headquartered in Dallas, TX. They manage $72,201,508 in 25 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
5956 Sherry Lane, 20th Floor, Dallas, TX 75225
http://www.holbrookmgmt.com
By the Numbers
  • Total Assets Under Management
    72
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $2,888,060
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
The map below shows states where this firm has explicit registration only.

NY, TX

Financial Advisors at Holbrook Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Omar Mallick, financial advisor Dallas TX
Omar H. Mallick
CRD#: 5645402
5956 Sherry Lane, 20th Floor, Dallas, TX 75225

Omar Mallick (CRD# 5645402) is an Investment Advisor Representative working at Holbrook Management, LLC in Dallas, TX and has over 15 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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