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HOLMES INVESTMENT MANAGEMENT, INC.
CRD 123920
839 PLEASANT STREET REAR, BROCKTON, MA, 02301, United States
Phone
508-941-5888
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$49.5M
Discretionary AUM
$49.5M
Team
3 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 116 | $23.8M |
| High net worth individuals | 13 | $25.7M |
All web addresses on file
Official SEC filing: View on IAPD