Holmes & Associates Asset Management

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

179 Park Blvd, Painesville, Ohio, 44077,...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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1

About Holmes & Associates Asset Management

Holmes & Associates Asset Management is a financial advisory firm based in Painesville, Ohio, dedicated to helping clients grow their wealth and make informed financial decisions. The company offers a range of services including investment management, retirement planning, estate strategies, and insurance solutions, all tailored to meet individual client needs. With a focus on trust, honesty, and integrity, the firm aims to empower clients to achieve their unique financial goals. Their experienced team collaborates closely with clients to create personalized financial roadmaps and navigate life's transitions.Explore more
Popular SearchesHolmes & Associates Asset Managementholmesassetmgmt.comSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Holmes & Associates Asset...

<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
-
SL
Sebastian LeytonFinancial Advisor
<$5M
1-10
Private
-
-
JD
Janet DoucetteClient Associate
<$5M
1-10
Private
-
2001
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
SM
Stephanie MoralesWealth Management Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Holmes & Associates Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Holmes & Associates Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Holmes & Associates Asset Management.

Holmes & Associates Asset Management Tech Stack

A closer look at the technologies used by Holmes & Associates Asset Management

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Frequently Asked Questions Regarding Holmes & Associates Asset Management

What is Holmes & Associates Asset Management's official website?
Holmes & Associates Asset Management's official website is www.holmesassetmgmt.com
What is Holmes & Associates Asset Management's Revenue?
Holmes & Associates Asset Management's revenue is <$5 Million
What is Holmes & Associates Asset Management's SIC code?
Holmes & Associates Asset Management's SIC: 62,628
What is Holmes & Associates Asset Management's NAICS code?
Holmes & Associates Asset Management's NAICS: 52,523
How many employees does Holmes & Associates Asset Management have?
Holmes & Associates Asset Management has 1-10 employees
What industry does Holmes & Associates Asset Management belong to?
Holmes & Associates Asset Management is in the industry of: Finance, Securities Trading
What is Holmes & Associates Asset Management competition?
Holmes & Associates Asset Management top competitors include: FMG Suite, hemmewealth.com, Western Financial, Summit Brokerage Services
What technology does Holmes & Associates Asset Management use?
Some of the popular technologies that Holmes & Associates Asset Management uses are: Cloudflare Website Optimization, Enom DNS Hosting, Datadog, Google Font API
What does Holmes & Associates Asset Management do?

Holmes & Associates Asset Management is a financial advisory firm based in Painesville, Ohio, dedicated to helping clients grow their wealth and make informed financial decisions. The company offers a range of services including investment management, retirement planning, estate strategies, and insurance solutions, all tailored to meet individual c... lient needs. With a focus on trust, honesty, and integrity, the firm aims to empower clients to achieve their unique financial goals. Their experienced team collaborates closely with clients to create personalized financial roadmaps and navigate life's transitions.Read More

Is Holmes & Associates Asset Management a public company?
Holmes & Associates Asset Management is private company therefore does not currently have an official ticker symbol
See more information about Holmes & Associates Asset Management

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