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Holcombe & Mcgrath
Asheville, North Carolina
Holcombe & McGrath is a well-established small investment advisory firm based out of Asheville, NC. With over 25 years of experience in the financial industry, they have built a solid reputation for providing comprehensive and personalized investment services. The firm currently employs three dedicated professionals, two of whom are highly skilled investment advisors.
Holcombe & McGrath manages a substantial portfolio, with an average of approximately $74,760,000 in assets under management per investment advisor, aligning with the industry average. They serve a diverse clientele, boasting over 260 individual clients, and have suc...see more
Assets Under Mgmt
$105.49M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
Disclosures
- Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
- Orders brought against in connection to investment related activities (10yrs)
Reviews for Holcombe & Mcgrath
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