Holmes & Turner Financial Services, Inc.

Holmes & Turner Financial Services Inc. is a registered investment advisor based in Montana, established in May 2003. The firm specializes in providing investment management services to individuals, high net worth individuals, trusts, and estates. They do not directly manage client accounts but recommend third-party registered investment advisors for discretionary investment management services. Holmes & Turner Financial Services Inc. receives compensation from the recommended money managers for referrals. The firm does not charge performance-based fees and primarily serves individuals, high net worth individuals, trusts, and estates. They do not have investment discretion over client accounts and do not accept or maintain custody of client assets. The President, David Turner, has a background in finance and has been in the industry since the 1990s. The firm emphasizes transparency and encourages clients to perform due diligence. They have a privacy policy in place to protect clients' personal information and do not sell such information to third parties. Clients can limit the sharing of their personal information for marketing purposes. For further details, clients can contact the firm at (303) 292-1121.