FINANCIAL ADVISORY SERVICES, LLC
  • FINANCIAL ADVISORY SERVICES, LLC
  • HARRY R. HOLM, FINANCIAL ADVISORY SERVICES, L.L.C.
  • HARRY R. HOLM, CHFC FINANCIAL ADVISORY SERVICES
  • HARRY R. HOLM, CHFC

Adviser Profile

As of Date 03/26/2026
Registration SEC, Approved, 07/05/2018
Other registrations (1)
ADV Location HANOVER, PA, United States
Contact Info 717 xxxxxxx
Websites
AUM* 256,874,310 26%
of that, discretionary 256,874,310 26%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 368,015 40%
% High Net Worth 23.83% 3%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

257M 220M 183M 147M 110M 73M 37M
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary