Holder Wealth Management
Holder Wealth Management (CRD# 170086) is a financial advisory firm headquartered in Champaign, IL. They manage $220,790,000 in 283 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management221MILLION
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Total Number of Accounts283ACCOUNTS
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Average Account Value$780,177
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
FL, IL, TX
Ryan Bradley (CRD# 5658941) is an Investment Advisor Representative working at Holder Wealth Management in Champaign, IL and has over 14 years of experience in the finance industry.
Charles Holder (CRD# 6399759) is an Investment Advisor Representative working at Holder Wealth Management in Champaign, IL and has over 10 years of experience in the finance industry.
Daniel Holder (CRD# 5705684) is an Investment Advisor Representative working at Holder Wealth Management in Champaign, IL and has 1 year of experience in the finance industry.
Geovanny Vega-Zamora (CRD# 6584020) is an Investment Advisor Representative working at Holder Wealth Management in Champaign, IL and has 1 year of experience in the finance industry.