Matthew
Holman
The Colony Group, LLC
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About this Advisor
Matthew Holman is a financial advisor based in Cockeysville, Maryland, working with The Colony Group, LLC. Matthew has previously held positions at Horan Capital Management, LLC, Fundamental Admin Services, Connectus Wealth, and The Colony Group, LLC. Matthew has passed the Series 65 regulatory exam and is registered to provide services in Maryland and Texas. Currently, Matthew is part of The Colony Group, LLC, which operates out of Cockeysville, Maryland. The firm has 34 offices and 549 employees. The firm manages assets totaling $21.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at The Colony Group, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
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Fee Structure
Office Location
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The Colony Group, LLC Brokerage Details
$21,472,648,180
549
20,909
$1,026,957
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Matthew Holman Work History
The Colony Group, LLC
Connectus Wealth
Horan Capital Management,LLC
Fundamental Admin Services
Disclosures
Please visit the SEC profile of Matthew Holman 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 The Colony Group, LLC
New York, NY
Nashville, TN
Boston, MA
Bethesda, MD
Babylon, NY
Boston, MA
Babylon, NY
Bethesda, MD
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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