Holbrook Global Strategies
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
Years of Experience
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Holbrook Global Strategies Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Richard Holbrook Work History
Richard has 24 years of experience.
Richard Holbrook has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Holbrook Global Strategies
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 email@example.com.
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