Holmes Investment Management, Inc.

Holmes Investment Management, Inc. (CRD# 123920) is a financial advisory firm headquartered in Brockton, MA. They manage $51,000,000 in 251 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
839 Rear Pleasant Street, Brockton, MA 02301
http://www.hhria.com
By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    251
    ACCOUNTS
  • Average Account Value
    $203,187
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, TX

Financial Advisors at Holmes Investment Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Tracy Galloway, financial advisor Wrentham MA
Tracy D. Galloway
CRD#: 6848672
P.o. Box 550, Wrentham, MA 02093

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.

2
Howard Holmes, financial advisor Brockton MA
Howard J. Holmes
CRD#: 4602838
839 Rear Pleasant Street, Brockton, MA 02301

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

3
Guy Tomase, financial advisor Brockton MA
Guy A. Tomase
CRD#: 5169094
839 Rear Pleasant Street, Brockton, MA 02301

Guy Tomase (CRD# 5169094) is an Investment Advisor Representative working at Holmes Investment Management, Inc. in Brockton, MA and has over 17 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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