B
CRD: 325798
BOB Holbrook Holdings LLC
Malta, NY
5182895870
$10.0M Total AUM
$10.0M Disc. AUM
-- 3Y CAGR
1 Employees
68 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-06-2023
- Office Locations
- 1
Office Locations
-- Malta NY
About BOB Holbrook Holdings LLC
BOB Holbrook Holdings LLC is a Malta-based RIA. The firm has been operating for 3 years. Managing $10.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Insurance, Retirement Plans.
Team overview
-- AVG AGE
$10.0M AVG AUM / ADVISOR
$147.0K AVG AUM / CLIENT
3.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Meridian Fusion optima
Investment Themes
North Horizon legacy
Investment Vehicles
Value
Services
Insight Unison Harbor crest
Owner & Executives
R
ROBERT WILLIAM HOLBROOK
Chief Compliance Officer, Managing Member
- CRD
- #4549541
- Ownership
- 75% or more
(744) 205-6843
legacy.alpha@vitalcapital.com
in linkedin.com/in/optima-pathway
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,996,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,996,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,996,000
Public Funds:
20.7% Equity - Exchange:
53.1% U.S. Government/Agency:
26.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $209,079,176 | 20.7% |
| Equity - Exchange | $536,333,539 | 53.1% |
| U.S. Government/Agency | $264,631,615 | 26.2% |
| Total | $1,010,044,330 | 100.0% |