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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Utah
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 10, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HOLMAN, GERALD, GARTH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| HOLMAN, GERALD, GARTH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| HOLMAN, GERALD, GARTH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| HOLMAN, GERALD, GARTH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| HOLMAN, GERALD, GARTH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| HOLMAN, GERALD, GARTH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| HOLMAN, GERALD, GARTH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| HOLMAN, GERALD, GARTH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| HOLMAN, GERALD, GARTH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| HOLMAN, GERALD, GARTH | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Sep 10, 2012 REGISTERED
Notice Filings (1)
UT
Address
2795 EAST COTTONWOOD PARKWAYSUITE 600
SALT LAKE CITY, UT 84121
United States
Phone: 801-365-0101