Holcombe & Mcgrath, Inc. is a large advisory firm based in Asheville. It manages $70 million of regulatory assets for 520 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of North Carolina.
Holcombe & Mcgrath provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Holcombe & Mcgrath, Inc. is $70 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 169% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Holcombe & Mcgrath, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Harold Eugene Holcombe has been acting as President since 1 Apr 2002. Susan Lee Mcgrath joined the executive team most recently as the Vice President.
The principal office where Holcombe & Mcgrath, Inc. performs its advisory services is located at 12 A Bay Street, Asheville, NC 28802 The mailing address of the firm is P.O Box 2058, Asheville, NC 28802. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 828-252-8228 or by fax 828-252-8225. The normal business hours are 9:30-4:00 on Monday - Friday.