Harry R. Holm, Financial Advisory Services, L.L.C. (Hanover)

Harry R. Holm, Financial Advisory Services, L.L.C. is an adviser based in Hanover. It manages $36.76 million of regulatory assets for 232 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Pennsylvania.

Harry R. Holm, Financial Advisory Services, L.L.C provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Harry R. Holm, Financial Advisory Services, L.L.C: assets under management

The assets under management (AUM) of Harry R. Holm, Financial Advisory Services, L.L.C. is $36.76 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $36.76 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $158.44 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Harry R. Holm, Financial Advisory Services, L.L.C. for their services and products based on a percentage of assets under management and fixed fees. 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.

Careers at Harry R. Holm, Financial Advisory Services, L.L.C.

Harry Ross Holm has served as the Chief Investment Officer since 1 Jan 2007. Sean C Huston joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Harry R. Holm	Chief investment officer	1 Dec 1988	75% - 100%	2175708
Sean C Huston	Chief compliance officer	1 Jan 2007	Other	2175708
Harry Ross Holm	Chief investment officer	1 Jan 2007	50% - 75%	2175708
Sean Christopher Huston	Chief compliance officer	1 Jan 2007	25% - 50%	5025890

Based in Hanover

The principal office where Harry R. Holm, Financial Advisory Services, L.L.C. performs its advisory services is located at One West Chestnut St., Hanover, PA 17331 2445, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.