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Holbrook Global Strategies

EST. AUM
$147,000,000

CONTACTS
1

CLIENT ACCOUNTS
35

Firm Details

Metro area San Jose
CRD Number 127059
Website holbrookglobal.com
Client types

Overview

Holbrook Global Strategies provides personalized financial services centered on portfolio management and financial planning for clients with diverse objectives. The firm is led by Rick Holbrook and emphasizes a global approach to investing across multiple asset classes. Investment work covers liquid holdings—stocks, bonds, mutual funds, and ETFs—managed on a discretionary basis after objectives are established. The firm also supports allocations to illiquid investments such as real estate, private debt, and private equity, with client consultation prior to implementation. Ongoing monitoring and regular client communication are part of the service model.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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