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Holbrook Holdings, Inc.

● SEC registered since 2016CRD 283258SEC# 801-107682Atlanta, GA
Export (members)
Reg. AUM
$2.3B
Employees
14
Accounts
2
Location
Atlanta, GA

Holbrook Holdings, Inc. assets under management

Holbrook Holdings, Inc. operates as an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2016. It reports $2.3 billion in regulatory assets under management and employs 14 people.
www.holbrookholdings.comView on SEC.gov ↗

Holbrook Holdings, Inc. owners & executives

6 reported
NameTitleOwnershipSince
Brian Lee Zeck ControlPresident Of Sales10-25%2019
Eric Allan Strom ControlChief Compliance OfficerUnder 5%2024
Hessel Calvin BakerMinority Owner5-10%2019
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Frequently asked questions

How much does Holbrook Holdings, Inc. manage?

Holbrook Holdings, Inc. reports $2.3 billion in regulatory assets under management on its Form ADV.

How many employees does Holbrook Holdings, Inc. have?

Holbrook Holdings, Inc. reports 14 employees.

Where is Holbrook Holdings, Inc. located?

Holbrook Holdings, Inc. is based in Atlanta, GA and has been SEC-registered since 2016.

Does Holbrook Holdings, Inc. disclose fund performance?

Holbrook Holdings, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3225 Cumberland Blvd, 100, Atlanta, GA 30339
Phone678-400-3980
Office hours6:00 a.m.-3:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$2.3B
Non-discretionary$0
Total (RAUM)$2.3B