Holbrook Global Strategies
Holbrook Global Strategies is an SEC-registered ria in Palo Alto, CA with $147.0M assets under management (AUM, regulatory AUM), -8% over one year. See who owns Holbrook Global Strategies: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 127059, SEC 801-62751, data through 2026-04-06.
- AUM (assets under management / regulatory AUM)
- $147.0M (2026-04-06)
- Firm type
- Ria
- Location
- Palo Alto, CA
- Employees
- 1
- Clients
- 35
- CRD
- 127059
- Ownership
- HOLBROOK, RICHARD, LINDQUIST
How much AUM does Holbrook Global Strategies have?
Holbrook Global Strategies reported $147.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-06).
Who owns Holbrook Global Strategies?
Disclosed owners and executives of Holbrook Global Strategies include HOLBROOK, RICHARD, LINDQUIST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.