Bane Barham & Holloway Assets Management Inc (Wilsonville)

Name: Bane Barham & Holloway Assets Management Inc
Address: 25195 S W Parkway Avenue, Wilsonville, OR, 97070 9651
Telephone: 503-582-9500

Bane Barham & Holloway Assets Management Inc is an adviser based in Wilsonville. It manages $76.31 million of regulatory assets for 412 client accounts. It has been registered with the SEC as an adviser since 2001.

Bane Barham & Holloway Assets Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bane Barham & Holloway Assets Management: assets under management

The assets under management (AUM) of Bane Barham & Holloway Assets Management Inc is $76.31 million. The firm's AUM has grown by 6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $72.41 million in discretionary accounts and $3.9 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $185.19 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $185.84 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bane Barham & Holloway Assets Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Bane Barham & Holloway Assets Management Inc

William George Barham has been acting as President since 1 May 1982. Edna Marlene Barham joined the executive team most recently as the Secretary/Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William George Barham	President	1 May 1982	50% - 75%	12438
Alder Street Management Company	Parent company	1 Jul 1982	75% - 100%	93-0819795
Edna Marlene Barham	Secretary/treasurer	1 Mar 2000	50% - 75%	1220604

Based in Wilsonville

The principal office where Bane Barham & Holloway Assets Management Inc performs its advisory services is located at 25195 S W Parkway Avenue, Wilsonville, OR 97070 9651, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 503-582-9500 or by fax 503-582-9976. The normal business hours are 8:00 am to 4:30 pm on Monday - Friday. You can find more information about the New York firm at bbhmanagement.com.