Harry R. Holm, Chfc Financial Advisory Services (Hanover)

Harry R. Holm, Chfc Financial Advisory Services is a large advisory firm based in Hanover. It manages $26.71 million of regulatory assets for 161 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Pennsylvania.

Harry R. Holm, Chfc Financial Advisory Services provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Harry R. Holm, Chfc Financial Advisory Services: assets under management

The assets under management (AUM) of Harry R. Holm, Chfc Financial Advisory Services is $26.71 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $26.71 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $165.92 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Harry R. Holm, Chfc Financial Advisory Services for their services and products based on a percentage of assets under management. 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.

Careers at Harry R. Holm, Chfc Financial Advisory Services

Harry R. Holm, Chfc Financial Advisory Services is owned by Harry Holm. Sean C Huston joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Harry Holm	Owner	1 Dec 1988	75% - 100%	2175708
Harry R. Holm	Chief investment officer	1 Dec 1988	75% - 100%	2175708
Sean C Huston	Chief compliance officer	1 Jan 2007	Other	2175708

Based in Hanover

The principal office where Harry R. Holm, Chfc Financial Advisory Services performs its advisory services is located at One West Chestnut St., Hanover, PA 17331 2445, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.