Holcombe & Mcgrath

Holcombe & Mcgrath (CRD# 121197) is a financial advisory firm headquartered in Asheville, NC. They manage $115,984,784 in 684 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
12a Bay Street, Asheville, NC 28801
http://www.holmcg.com
By the Numbers
  • Total Assets Under Management
    116
    MILLION
  • Total Number of Accounts
    684
    ACCOUNTS
  • Average Account Value
    $169,568
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, NC, TX, VA

Financial Advisors at Holcombe & Mcgrath
Showing 1 - 1 of 1 top financial advisors.
1
Susan McGrath, financial advisor Asheville NC
Susan L. McGrath
CRD#: 4486875
12a Bay Street, Asheville, NC 28801

Susan McGrath (CRD# 4486875) is an Investment Advisor Representative working at McGrath & Associates, Inc. dba Holcombe & McGrath in Asheville, NC and has over 17 years of experience in the finance industry. Susan McGrath has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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