Holman Wealth Management
Holman Wealth Management (CRD# 296591) is a financial advisory firm headquartered in , . They manage $2,698,866 in 20 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Holman Wealth Management
By the Numbers
-
Total Assets Under Management3MILLION
-
Total Number of Accounts20ACCOUNTS
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Average Account Value$134,943
Compensation Options
- A percentage of assets under your management
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Holman Wealth Management
1
John Holman (CRD# 5592274) is an Investment Advisor Representative working at Holman Wealth Management in Dallas, TX and has over 15 years of experience in the finance industry.
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