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Holder Wealth Management Inc
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CRD # | 170086 |
SEC # | 801-112398 |
CIK # | |
AUM | $220.8 MM (2024-03-29) |
Employees | 3 (100% Investors, 0% Brokers) |
Phone | 217-398-4015 |
Address | 2504 Galen Drive Champaign, IL 61821 |
Source | [IAPD] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 220 | 65.7 |
(b) Individuals (high net worth individuals) | 57 | 153.3 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 1.3 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.6 |
(n) Other | 0 | 0.0 |
Total | 283 | 220.8 |
By Discretionary | ||
Discretionary | 283 | 220.8 |
Non-Discretionary | 0 | 0.0 |
Total | 283 | 220.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 220.8 | |
Total | 283 | 220.8 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
HD Money Inc
✚
|
FL | 0.2 |
First Financial Advisory Services Inc
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|
RI | 0.2 |
Washington Avenue Advisors LLC
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|
MI | 0.2 |
Open Window Financial Solutions Ltd
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|
NV | 0.2 |
Wealth Management Strategies Inc
✚
|
PA | 0.2 |
Krane Financial Solutions LLC
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|
CA | 0.2 |
Stonebridge Financial Planning Group LLC
✚
|
FL | 0.2 |
Vital Wealth Management LLC
✚
|
IL | 0.2 |
Monumental Financial Group Inc
✚
|
MD | 0.2 |
Nomad Fintech Inc
✚
|
CA | 0.2 |