Alan
Holman

Cascade Financial Management, Inc

CRD#3019671
Investment Advisor
in Denver, CO
Are you Alan Holman? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Alan Holman is a certified financial planner working in Denver, Colorado, who has been in the financial industry for 13 years. Holman currently works for Cascade Financial Management, Inc. Holman has gained experience at Clifton Gunderson Financial Advisors L.L.C, Cg Brokerage L.L.C, Geneos Wealth Management Inc, Alan Holman Cfp, Adrian & Associates Inc and Cascade Financial Management. Holman maintains a Series 63 license, qualifying them as a securities broker, and is approved to serve investors in Colorado and Texas. Cascade Financial Management, Inc is a firm that has its headquarters in Denver, Colorado. The company has offices in five locations and a total of 19 employees. It manages $258 million in assets under management across its 982 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 982 accounts, 16% are held by high-net-worth clients who have at least $1 million in assets. Cascade Financial Management, Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management usually vary depending on the type of financial services provided. However, fees charged by Cascade Financial Management, Inc may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

950 17Th Street Suite 950
Denver, CO 80202

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Cascade Financial Management, Inc Brokerage Details

Total Assets Under Management

$276,334,652

CO Average: $2,349,664,866
Total Number of Employees

15

CO Average: 28
Total Number of Accounts

1,135

CO Average: 1,101
Average Account Size

$243,467

CO Average: $2,134,119

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Alan Holman Work History

Alan has 13 years of experience.

2011 - 2011 (0 years)

Adrian & Associates Inc

2011 - Present (8 years)

Cascade Financial Management

2010 - 2011 (1 years)

Geneos Wealth Management Inc

2010 - Present (9 years)

Alan Holman Cfp

2006 - 2010 (4 years)

Cg Brokerage L.L.C

2005 - 2010 (5 years)

Clifton Gunderson Financial Advisors L.L.C

Disclosures

Alan Holman has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started