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
By the Numbers
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Total Assets Under Management72MILLION
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Total Number of Accounts25ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY, TX
Financial Advisors at Holbrook Management, LLC
1
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.
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