Holt Wealth Management LLC
Holt Wealth Management LLC (CRD# 318304) is a financial advisory firm headquartered in Borger, TX. They manage $5,107,648 in 32 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Holt Wealth Management LLC
By the Numbers
-
Total Assets Under Management5MILLION
-
Total Number of Accounts32ACCOUNTS
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Average Account Value$159,614
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Holt Wealth Management LLC
No Advisor Found.
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