Hope
Albu

Holcombe Financial, Inc

CRD#7169417
Investment Advisor
in Centennial, CO

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About this Advisor

Hope Albu is a financial advisor based in Centennial, Colorado, working with Holcombe Financial, Inc. Hope has previously held positions at Edward Jones, Moss Adams, Johns Manville, Western Union, Personal Capital Advisors Corporation, Peak Asset Management, LLC, and Holcombe Financial, Inc. Hope has passed the Series 66 regulatory exam and is registered to provide services in Colorado. Currently, Hope is part of Holcombe Financial, Inc, which operates out of Centennial, Colorado. The firm has 1 office and 6 employees. The firm manages assets totaling $347.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. The fee structure at Holcombe Financial, Inc includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

Centennial, CO

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Holcombe Financial, Inc Brokerage Details

Total Assets Under Management

$347,052,630

CO Average: $3,570,121,308
Total Number of Employees

6

CO Average: 58
Total Number of Accounts

648

CO Average: 1,608
Average Account Size

$535,575

CO Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Pension consulting services

Hope Albu Work History

2023 - Present (1 year)

Holcombe Financial, Inc

2021 - 2023 (2 years)

Peak Asset Management, LLC

2020 - 2021 (1 year)

Personal Capital Advisors Corporation

2019 - 2020 (1 year)

Edward Jones

2018 - 2019 (1 year)

Moss Adams

2014 - 2018 (4 years)

Johns Manville

2011 - 2014 (3 years)

Western Union

Disclosures

Please visit the SEC profile of Hope Albu to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Holcombe Financial, Inc

Hope Albu
Centennial, CO
Russell Holcombe
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, 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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