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Holmes & Turner Financial Services, Inc.

Tel: 720-943-8922
1283 N 14th Ave
Ste 201
Bozeman, Montana  59715

About Holmes & Turner Financial Services, Inc.

Holmes & Turner Financial Services, Inc. is a Bozeman, Montana based financial advisory firm with nearly $73,788,737 in assets under management and provides investment advisory services for 80 clients. There are currently 5 financial advisors at the firm.


General Information

Firm CRD#:   113553
SEC#:   801-64030
Assets under Management:   $73,788,737
No. of Clients:   80
No. of Advisors:   5
Advisory Services Provided:   Financial Planning, Portfolio Management for Individuals, Pension Consulting Services
Fee Structure:   A percentage of AUM, Fixed fees

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