HOLMES & TURNER FINANCIAL SERVICES, INC.
CRD #113553 SEC #801-64030 DENVER, CO 303-292-1121
SEC Registered
Total AUM
$64M
Discretionary
$64M
Employees
5
Clients
0
Accounts
79
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $73.8M | $70.7M | $3.1M | 5 | 0 |
| Feb 2022 | $64M | $64M | $0 | 5 | 0 |
| Feb 2022 | $64M | $64M | $0 | 5 | 0 |
| Feb 2022 | $64M | $64M | $0 | 5 | 0 |
| Jun 2021 | $64M | $64M | $0 | 5 | 0 |
| Mar 2021 | $64M | $64M | $0 | 5 | 0 |
| Jan 2021 | $51M | $51M | $0 | 3 | 0 |
| Jul 2020 | $51M | $51M | $0 | 3 | 0 |
| Apr 2020 | $51M | $51M | $0 | 3 | 0 |
| Mar 2019 | $50.5M | $50.5M | $0 | 2 | 0 |
| Mar 2018 | $54M | $54M | $0 | 2 | 0 |
| Mar 2017 | $49M | $12M | $37M | 3 | 26 |
| Mar 2016 | $37M | $37M | $0 | 3 | 26 |
| Mar 2015 | $35M | $35M | $0 | 3 | 26 |
| Apr 2014 | $38.5M | $38.5M | $0 | 3 | 26 |
| Apr 2013 | $35M | $35M | $0 | 3 | 26 |
| May 2012 | $34.5M | $34.5M | $0 | 1 | 26 |
| Mar 2012 | $34.5M | $34.5M | $0 | 1 | 26 |
| Aug 2011 | $60.7M | $60.7M | $0 | 5 | -- |
| Apr 2011 | $60.7M | $60.7M | $0 | 5 | -- |
| May 2010 | $45.9M | $45.9M | $0 | 5 | -- |
| Mar 2008 | $57.5M | $57.5M | $0 | 5 | -- |
| Jan 2008 | $43.8M | $43.8M | $0 | 5 | -- |
| Mar 2007 | $43.8M | $43.8M | $0 | 5 | -- |
| Mar 2006 | $40.5M | $40.5M | $0 | 5 | -- |
| Jun 2005 | $30.3M | $30.3M | $0 | 5 | -- |
DateMar 2022
Total AUM$73.8M
Discretionary$70.7M
Non-Disc.$3.1M
Employees5
Clients0
DateFeb 2022
Total AUM$64M
Discretionary$64M
Non-Disc.$0
Employees5
Clients0
DateFeb 2022
Total AUM$64M
Discretionary$64M
Non-Disc.$0
Employees5
Clients0
DateFeb 2022
Total AUM$64M
Discretionary$64M
Non-Disc.$0
Employees5
Clients0
DateJun 2021
Total AUM$64M
Discretionary$64M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$64M
Discretionary$64M
Non-Disc.$0
Employees5
Clients0
DateJan 2021
Total AUM$51M
Discretionary$51M
Non-Disc.$0
Employees3
Clients0
DateJul 2020
Total AUM$51M
Discretionary$51M
Non-Disc.$0
Employees3
Clients0
DateApr 2020
Total AUM$51M
Discretionary$51M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$50.5M
Discretionary$50.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$54M
Discretionary$54M
Non-Disc.$0
Employees2
Clients0
DateMar 2017
Total AUM$49M
Discretionary$12M
Non-Disc.$37M
Employees3
Clients26
DateMar 2016
Total AUM$37M
Discretionary$37M
Non-Disc.$0
Employees3
Clients26
DateMar 2015
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees3
Clients26
DateApr 2014
Total AUM$38.5M
Discretionary$38.5M
Non-Disc.$0
Employees3
Clients26
DateApr 2013
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees3
Clients26
DateMay 2012
Total AUM$34.5M
Discretionary$34.5M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$34.5M
Discretionary$34.5M
Non-Disc.$0
Employees1
Clients26
DateAug 2011
Total AUM$60.7M
Discretionary$60.7M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$60.7M
Discretionary$60.7M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$45.9M
Discretionary$45.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$57.5M
Discretionary$57.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$43.8M
Discretionary$43.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$43.8M
Discretionary$43.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$40.5M
Discretionary$40.5M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$30.3M
Discretionary$30.3M
Non-Disc.$0
Employees5
Clients--