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Building 2HOLBROOK GLOBAL STRATEGIES

Map pinPALO ALTO, CA
Phone650-346-2630
NotebookSEC #801-62751
Total AUM
$147M
Employees
1
Clients
35

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
635 BRYANT STREET
PALO ALTO
CA 94301
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
650-346-2630

ReceiptFinancials

Total AUM
$147M
Accounts
35
Discretionary
$147M
Accounts
35
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
10
AUM
$5M
HNW Individual Clients
25
AUM
$142M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
SELECTION OF OTHER MANAGERS
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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