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Building 2HOLMES & TURNER FINANCIAL SERVICES, INC.

Map pinBOZEMAN, MT
Phone720-943-8922
NotebookSEC #801-64030
Total AUM
$73.8M
Employees
5
Clients
43

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1283 N 14TH AVE
STE 201
BOZEMAN
MT 59715
United States
Operating Hours
7:30AM - 4:00PM
Monday - Friday
Phone
720-943-8922
Other Offices
1

ReceiptFinancials

Total AUM
$73.8M
Accounts
80
Discretionary
$70.7M
Accounts
75
Non-Discretionary
$3.1M
Accounts
5

ContactClients

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Individual Clients
25
AUM
$4.1M
HNW Individual Clients
17
AUM
$66.6M
Pension/Profit Sharing Plan Clients
1
AUM
$3.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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