Holm & Cawley Financial Group LLC

Holm & Cawley Financial Group LLC (CRD# 150601) is a financial advisory firm headquartered in Las Vegas, NV. They manage $88,829,000 in 241 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
5155 S Durango Drive, Ste# 102, Las Vegas, NV 89113
http://holmandcawley.com
By the Numbers
  • Total Assets Under Management
    89
    MILLION
  • Total Number of Accounts
    241
    ACCOUNTS
  • Average Account Value
    $368,585
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, NV, OK, UT, WA

Financial Advisors at Holm & Cawley Financial Group LLC
Showing 1 - 5 of 5 top financial advisors.
1
Benjamin Cawley, financial advisor Las Vegas NV
Benjamin C. Cawley
CRD#: 5673671
5155 S Durango Drive, Ste# 102, Las Vegas, NV 89113

Benjamin Cawley (CRD# 5673671) is an Investment Advisor Representative working at Holm & Cawley Financial Group LLC in Las Vegas, NV and has over 14 years of experience in the finance industry.

2
Reuben Cawley, financial advisor Las Vegas NV
Reuben H. Cawley
CRD#: 6692252
5155 S. Durango Drive, Las Vegas, NV 89121

Reuben Cawley (CRD# 6692252) 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.

3
Kris Holm, financial advisor Las Vegas NV
Kris A. Holm
CRD#: 2431395
5155 S Durango Drive, Ste# 102, Las Vegas, NV 89113

Kris Holm (CRD# 2431395) is an Investment Advisor Representative working at Holm & Cawley Financial Group LLC in Las Vegas, NV and has over 30 years of experience in the finance industry.

4
Rachael Cawley, financial advisor Las Vegas NV
Rachael K. Cawley
CRD#: 7157085
5155 S. Durango Dr. #102, Las Vegas, NV 89113

Rachael Cawley (CRD# 7157085) is an Investment Advisor Representative working at Holm & Cawley Financial Group LLC in Las Vegas, NV and has over 4 years of experience in the finance industry.

5
Henry Roberts, financial advisor Bellevue WA
Henry B. Roberts
CRD#: 7396298
Bellevue, WA

Henry Roberts (CRD# 7396298) is an Investment Advisor Representative working at Holm & Cawley Financial Group LLC in Bellevue, WA and has over 2 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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