Holmes & Turner Financial Services, Inc.

Overview

Holmes & Turner Financial Services, Inc. is a corporation that has been SEC-registered since 2005 and is owned by an individual. The firm functions primarily as a capital allocator: its stated advisory activity is the selection of other advisers rather than direct portfolio management. It is not identified as an active ESG investor, does not describe pension consulting within its services, and lists a nonstandard fee structure ("Other"). Industry affiliations include relationships with another investment adviser and an accountant.

Assets & Accounts

Investments & Alternatives

Location & Offices