Investment adviser · CRD 141673

HOLMAN INVESTMENTS AND PLANNING, LLC

Investment adviser filing (IA)

SALT LAKE CITY, UT, United States · Form ADV filed Sep 10, 2012

Regulatory AUM
$70.8M
Form ADV · Item 5.F
Client accounts
128
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 10, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

2795 EAST COTTONWOOD PARKWAY, SUITE 600
SALT LAKE CITY, UT, 84121, United States

CRD 141673

Filing source

Form ADV 669053 · Sep 10, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.