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Eileen Almquist Holmes

Churchill Management Group

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About Eileen Almquist Holmes

Eileen Holmes has been a registered investment advisor since July 1997. Eileen Holmquist is a registered representative of Churchill Management Group. Eileen has her Series 63 license and holds a license to practice in California. Eileen has been working in the investment advisory business since July 1969. Eileen Holmes is licensed to provide investment advisory services to individuals, businesses, trusts, pension and profit sharing plans, and other pooled investment vehicles. Eileen works at the Churchill Management Group office located at 5900 Wilshire Blvd., Suite 400 in Los Angeles, California.

Firm Information

Eileen Holmes is currently registered with Churchill Management Group. Churchill Management Group is an investment advisory firm based in Los Angeles, California. The firm manages over $10 billion in assets for a range of clients, including high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and pooled investment vehicles. Churchill Management Group provides a variety of services, including financial planning, portfolio management, and wrap fee programs.
Churchill Management Group

5900 WILSHIRE BLVD.

LOS ANGELES, CA 90036

$10.08B

Assets Under Management

28

Total Clients

37

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Eileen Holmes’s Registration & Firm History

CA

07/08/1997 - Present

Churchill Management Group (LOS ANGELES CA)

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Licenses & Designations

BC

Issued 03/28/1990

Series 63 - Uniform Securities Agent State Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eileen Almquist Holmes.
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