Holman Wealth Management
Finance · Texas, United States · 1-10 Employees
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Overview
Headquarters
4035 Shady Hill Dr, Dallas, Texas, 75229...Phone Number
(469) 907-0628Website
www.defensiveadvisor.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Holman Wealth Management
Holman Wealth Management is a Dallas-based investment advisory firm that specializes in providing tailored investment portfolio guidance and comprehensive financial planning services. The firm employs Chartered Financial Analysts (CFAs) and Certified Financial Planners (CFPs) to help clients achieve their financial goals, focusing on both growth in favorable markets and capital preservation in high-risk environments. Their services cater to individuals seeking financial independence, retirement planning, and wealth management, with a commitment to fiduciary standards and client-centric strategies. Holman Wealth Management charges a standard fee for asset management and offers financial planning services for clients at various stages of their investment journey.Explore more
Holman Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Holman Wealth Management
<$5M
1-10
Private
-
2018
RH
Robert HolmanOwner, Founder and Chief Information Officer
Company Profile Activity
Activity Insights
Holman Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Holman Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Holman Wealth Management.
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Holman Wealth Management is a Dallas-based investment advisory firm that specializes in providing tailored investment portfolio guidance and comprehensive financial planning services. The firm employs Chartered Financial Analysts (CFAs) and Certified Financial Planners (CFPs) to help clients achieve their financial goals, focusing on both growth in... Read More
