Richard
Holbrook

Holbrook Global Strategies

CRD#2413100
Investment Advisor
in Foster City, CA

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About this Advisor

Richard Holbrook is a financial advisor based in Foster City, California, with 24 years of experience as a financial advisor. Holbrook works at Holbrook Global Strategies. Their career trajectory has included roles at Wells Fargo. Holbrook maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in California. Holbrook Global Strategies is a business that has its headquarters in Foster City, California. It manages $160 million in assets among its 35 client accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 35 client accounts, 71% are held by high-net-worth clients who have greater than $1 million in investable assets. Holbrook Global Strategies offers a few services, such as financial planning services, portfolio management for individuals and small businesses and other services. Fees charged by financial advisors depend on which services are provided. Fee types billed by Holbrook Global Strategies may include some combination of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

24 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Hourly Charges

Disclosures

No

Office Location

Foster City, CA

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Holbrook Global Strategies Brokerage Details

Total Assets Under Management

$160,000,000

CA Average: $7,578,581,321
Total Number of Employees

1

CA Average: 43
Total Number of Accounts

35

CA Average: 3,727
Average Account Size

$4,571,429

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Richard Holbrook Work History

Richard has 24 years of experience.

1998 - Present (25 years)

Wells Fargo

1998 - Present (25 years)

Wells Fargo

Disclosures

Richard Holbrook has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Holbrook Global Strategies

Richard Holbrook
Foster City, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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