Holmes Investment Management, Inc.
Holmes Investment Management, Inc. (CRD# 123920) is a financial advisory firm headquartered in Brockton, MA. They manage $51,000,000 in 251 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management51MILLION
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Total Number of Accounts251ACCOUNTS
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Average Account Value$203,187
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, MA, TX
Tracy Galloway (CRD# 6848672) is an Investment Advisor Representative working at Holmes Investment Management, Inc. in Wrentham, MA and has 1 year of experience in the finance industry.
Howard Holmes (CRD# 4602838) is an Investment Advisor Representative working at Holmes Investment Management, Inc. in Brockton, MA and has 1 year of experience in the finance industry.
Guy Tomase (CRD# 5169094) is an Investment Advisor Representative working at Holmes Investment Management, Inc. in Brockton, MA and has over 17 years of experience in the finance industry.