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Stephen W. Holber (Carmel)


Stephen W. Holber is a large advisory firm based in Carmel. It manages $41 million of regulatory assets for 107 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of California.

Stephen W. Holber provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Stephen W. Holber: assets under management

The assets under management (AUM) of Stephen W. Holber is $41 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $41 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $383.18 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Stephen W. Holber for their services and products based on a percentage of assets under management and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Carmel

The principal office where Stephen W. Holber performs its advisory services is located at 3785 Via Nona Marie, Carmel, CA 93923, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 831-626-5570 or by fax 831-626-5575. The normal business hours are 6:30am to 2:30pm on Monday - Friday.


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