Holmes Investment Management, Inc.

Holmes Investment Management, Inc. (CRD# 123920) is a financial advisory firm headquartered in Brockton, MA. They manage $36,308,172 in 309 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    309
    ACCOUNTS
  • Average Account Value
    $117,502
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

MA

Financial Advisors at Holmes Investment Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Eric G. Disbrow
CRD#: 2629201
831 Pleasant Street, Brockton, MA 02301
90
Wealthminder
score

Eric Disbrow (CRD# 2629201) is an Investment Advisor Representative working at Holmes Investment Management, Inc. in Brockton, MA and has over 4 years of experience in the finance industry.

2
Howard J. Holmes
CRD#: 4602838
234 West Center Street, West Bridgewater, MA 02379
90
Wealthminder
score

Howard Holmes (CRD# 4602838) is an Investment Advisor Representative working at Holmes Investment Management, Inc. in West Bridgewater, MA and has 1 year of experience in the finance industry.

3
Tracy D. Galloway
CRD#: 6848672
P.o. Box 550, Wrentham, MA 02093
87
Wealthminder
score

Tracy Galloway (CRD# 6848672) is an Investment Advisor Representative working at Holmes Investment Management, Inc. in Wrentham, MA and has 1 year of experience in the finance industry.

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