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Holman Investments And Planning, LLC (Salt Lake City)


Holman Investments And Planning, LLC is an adviser based in Salt Lake City. It manages $70.76 million of regulatory assets for 128 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Utah.




Holman Investments And Planning provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and consulting. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Holman Investments And Planning: assets under management

The assets under management (AUM) of Holman Investments And Planning, LLC is $70.76 million. The firm's AUM has grown by 24% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $53.4 million in discretionary accounts and $17.36 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $423.81 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $8.68 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Holman Investments And Planning, LLC for their services and products based on a percentage of assets under management, hourly charges, 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.

Based in Salt Lake City

The principal office where Holman Investments And Planning, LLC performs its advisory services is located at 2795 East Cottonwood Parkway, Salt Lake City, UT 84121, 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 801-365-0101 or by fax 801-365-0250. The normal business hours are 9am to 5 pm on Monday - Friday.


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