Holmes & Turner Financial Services, Inc.
Holmes & Turner Financial Services, Inc. is an SEC-registered ria with $73.8M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Holmes & Turner Financial Services, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 113553, data through 2022-03-31.
- AUM (assets under management / regulatory AUM)
- $73.8M (2022-03-31)
- Firm type
- Ria
- Employees
- 5
- Clients
- 42
- CRD
- 113553
- Ownership
- TURNER, ERNEST, JOHN; TURNER, DAVID, JOHN; DOUGLAS, KELLI, ALLYSON; HENRY, BRANDON, ALLEN; MOULTON, DUANE, WILLIAM
How much AUM does Holmes & Turner Financial Services, Inc. have?
Holmes & Turner Financial Services, Inc. reported $73.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2022-03-31).
Who owns Holmes & Turner Financial Services, Inc.?
Disclosed owners and executives of Holmes & Turner Financial Services, Inc. include TURNER, ERNEST, JOHN, TURNER, DAVID, JOHN, DOUGLAS, KELLI, ALLYSON, HENRY, BRANDON, ALLEN, MOULTON, DUANE, WILLIAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.