Holm & Cawley Financial Group LLC

Holm & Cawley Financial Group LLC (CRD# 150601) is a financial advisory firm headquartered in Las Vegas, NV. They manage $21,809,299 in 153 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    153
    ACCOUNTS
  • Average Account Value
    $142,544
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
  • Selection of other advisers (including private fund managers)
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.

NV, UT

Financial Advisors at Holm & Cawley Financial Group LLC
Showing 1 - 2 of 2 top financial advisors.
1
Kris A. Holm
CRD#: 2431395
5155 S Durango Drive, Ste# 102, Las Vegas, NV 89113
93
Wealthminder
score

Kris Holm (CRD# 2431395) is an Investment Advisor Representative working at Holm & Cawley Financial Group LLC in Las Vegas, NV and has over 22 years of experience in the finance industry.

2
Benjamin C. Cawley
CRD#: 5673671
5155 S Durango Drive, Ste# 102, Las Vegas, NV 89113
81
Wealthminder
score

Benjamin Cawley (CRD# 5673671) is an Investment Advisor Representative working at Holm & Cawley Financial Group LLC in Las Vegas, NV and has over 7 years of experience in the finance industry.

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