Jan
Holman

Thornburg Investment Management Inc

CRD#840648
Investment Advisor
in Santa Fe, NM

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About this Advisor

Jan Holman is a financial advisor based in Santa Fe, New Mexico, working with Thornburg Investment Management Inc. Jan has previously held a position at Thornburg Investment Management. Jan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Mexico. Currently, Jan is part of Thornburg Investment Management Inc, which operates out of Santa Fe, New Mexico. The firm has 202 employees and manages assets totaling $41.8 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Thornburg Investment Management Inc includes asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

2300 North Ridgetop Road
Santa Fe, NM 87506

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Thornburg Investment Management Inc Brokerage Details

Total Assets Under Management

$41,832,394,631

NM Average: $3,612,835,751
Total Number of Employees

202

NM Average: 18
Total Number of Accounts

750

NM Average: 517
Average Account Size

$55,776,526

NM Average: $6,988,077

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Jan Holman Work History

2014 - Present (10 years)

Thornburg Investment Management

Disclosures

Please visit the SEC profile of Jan 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 Thornburg Investment Management Inc

Allison Dawe
Santa Fe, NM
Joshua Archuleta
Santa Fe, NM
Jesse Brownell
Santa Fe, NM
Dominic Alto
Santa Fe, NM
Tyler Jenkins
Santa Fe, NM
Adam Sparkman
Santa Fe, NM
Jan Holman
Santa Fe, NM
Danielle Morrison
Denver, CO

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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