Russell
Holcombe
Holcombe Financial, Inc
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About this Advisor
Russell Holcombe is a financial advisor based in Atlanta, Georgia, working with Holcombe Financial, Inc. Russell has previously held a position at Holcombe Financial Inc and is registered to provide services in Georgia and Texas. Currently, Russell is part of Holcombe Financial, Inc, which operates out of Atlanta, Georgia. 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
Services Offered
Fee Structure
Office Location
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Holcombe Financial, Inc Brokerage Details
$347,052,630
6
648
$535,575
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
Russell Holcombe Work History
Holcombe Financial Inc
Disclosures
Please visit the SEC profile of Russell Holcombe 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
Centennial, CO
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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