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Building 2HOLMAN INVESTMENTS AND PLANNING, LLC

Map pinSALT LAKE CITY, UT
Phone801-365-0101
NotebookSEC #801-68714
Total AUM
$70.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2795 EAST COTTONWOOD PARKWAY
SUITE 600
SALT LAKE CITY
UT 84121
United States
Operating Hours
9AM TO 5 PM
Monday - Friday
Phone
801-365-0101

ReceiptFinancials

Total AUM
$70.8M
Accounts
128
Discretionary
$53.4M
Accounts
126
Non-Discretionary
$17.4M
Accounts
2

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
UT

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

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