Holcombe Financial, Inc.

Holcombe Financial, Inc. (CRD# 142238) is a financial advisory firm headquartered in Atlanta, GA. They manage $347,052,630 in 648 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
4151 Ashford Dunwoody Road, Suite 165, Atlanta, GA 30319
https://www.linkedin.com/company/holcombe-financial-inc./about/
By the Numbers
  • Total Assets Under Management
    347
    MILLION
  • Total Number of Accounts
    648
    ACCOUNTS
  • Average Account Value
    $535,575
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, FL, GA, NC, TX

Financial Advisors at Holcombe Financial, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Russell Holcombe, financial advisor Atlanta GA
Russell E. Holcombe
CRD#: 4347040
4151 Ashford Dunwoody Road, Suite 165, Atlanta, GA 30319

Russell Holcombe (CRD# 4347040) is an Investment Advisor Representative working at Holcombe Financial, Inc. in Atlanta, GA and has 1 year of experience in the finance industry.

2
Andrew Hartley, financial advisor Atlanta GA
Andrew L. Hartley
CRD#: 7540323
4151 Ashford Dunwoody Road, Suite 165, Atlanta, GA 30319

Andrew Hartley (CRD# 7540323) is an Investment Advisor Representative working at Holcombe Financial, Inc. in Atlanta, GA and has 1 year 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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