HOLMAN INVESTMENTS AND PLANNING, LLC
CRD #141673 SEC #801-68714 SALT LAKE CITY, UT 801-365-0101
SEC Registered
Total AUM
$70.8M
Discretionary
$53.4M
Employees
1
Clients
11
Accounts
128
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2012 | $70.8M | $53.4M | $17.4M | 1 | 26 |
| Apr 2012 | $70.8M | $53.4M | $17.4M | 1 | 26 |
| Mar 2012 | $70.8M | $53.4M | $17.4M | 1 | 26 |
| Mar 2011 | $53.8M | $52.8M | $1.1M | 5 | -- |
| Mar 2011 | $53.8M | $52.8M | $1.1M | 5 | -- |
| Mar 2009 | $57.2M | $56.8M | $335.7K | 5 | -- |
| Feb 2009 | $57.2M | $56.8M | $335.7K | 5 | -- |
| Jan 2008 | $0 | $0 | $0 | 5 | -- |
| Dec 2007 | $0 | $0 | $0 | 5 | -- |
DateSep 2012
Total AUM$70.8M
Discretionary$53.4M
Non-Disc.$17.4M
Employees1
Clients26
DateApr 2012
Total AUM$70.8M
Discretionary$53.4M
Non-Disc.$17.4M
Employees1
Clients26
DateMar 2012
Total AUM$70.8M
Discretionary$53.4M
Non-Disc.$17.4M
Employees1
Clients26
DateMar 2011
Total AUM$53.8M
Discretionary$52.8M
Non-Disc.$1.1M
Employees5
Clients--
DateMar 2011
Total AUM$53.8M
Discretionary$52.8M
Non-Disc.$1.1M
Employees5
Clients--
DateMar 2009
Total AUM$57.2M
Discretionary$56.8M
Non-Disc.$335.7K
Employees5
Clients--
DateFeb 2009
Total AUM$57.2M
Discretionary$56.8M
Non-Disc.$335.7K
Employees5
Clients--
DateJan 2008
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateDec 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--