HOLMAN INVESTMENTS AND PLANNING, LLC

HOLMAN INVESTMENTS AND PLANNING, LLC of SALT LAKE CITY, UT is an SEC-registered investment adviser (CRD 141673). Regulatory assets under management: $70.8M.

Registration

• CRD: 141673
• SEC file number: 801-68714
• Type: Registered investment adviser
• Location: 2795 EAST COTTONWOOD PARKWAY, SUITE 600, SALT LAKE CITY, UT, 84121
• Phone: 801-365-0101
• Latest filing: 2012-09-10
• Regulatory AUM: $70.8M
• Discretionary AUM: $53.4M
• Non-discretionary AUM: $17.4M
• Clients: 1
• Accounts: 128

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 141673 on SEC IAPD (source of record)
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