HOLBROOK HOLDINGS, INC.
CRD #283258 SEC #801-107682 ATLANTA, GA 678-400-3980
SEC Registered
Total AUM
$2.3B
Discretionary
$2.3B
Employees
14
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $2.3B | $2.3B | $0 | 14 | 0 |
| Feb 2024 | $1.5B | $1.5B | $0 | 10 | 0 |
| Mar 2023 | $954.7M | $954.7M | $0 | 7 | 0 |
| Mar 2022 | $671.1M | $671.1M | $0 | 5 | 0 |
| Feb 2021 | $193.2M | $193.2M | $0 | 4 | 0 |
| Mar 2020 | $130.7M | $130.7M | $0 | 3 | 0 |
| Mar 2019 | $31.4M | $31.4M | $0 | 3 | 0 |
| Mar 2018 | $13.7M | $13.7M | $0 | 2 | 0 |
| Mar 2017 | $237.1K | $237.1K | $0 | 2 | 1 |
| Aug 2016 | $0 | $0 | $0 | 2 | 0 |
| Jul 2016 | $0 | $0 | $0 | 2 | 0 |
| Apr 2016 | $0 | $0 | $0 | 2 | 0 |
DateFeb 2025
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees14
Clients0
DateFeb 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees10
Clients0
DateMar 2023
Total AUM$954.7M
Discretionary$954.7M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$671.1M
Discretionary$671.1M
Non-Disc.$0
Employees5
Clients0
DateFeb 2021
Total AUM$193.2M
Discretionary$193.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$130.7M
Discretionary$130.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$31.4M
Discretionary$31.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$13.7M
Discretionary$13.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2017
Total AUM$237.1K
Discretionary$237.1K
Non-Disc.$0
Employees2
Clients1
DateAug 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0