Von Holt Financial Advisors, Inc.
Von Holt Financial Advisors, Inc. (CRD# 115050) is a financial advisory firm headquartered in Palatine, IL. They manage $92,300,000 in 125 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Von Holt Financial Advisors, Inc.
By the Numbers
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Total Assets Under Management92MILLION
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Total Number of Accounts125ACCOUNTS
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Average Account Value$738,400
Compensation Options
- A percentage of assets under your management
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.
IL
Financial Advisors at Von Holt Financial Advisors, Inc.
1
Albert Von Holt (CRD# 2268823) is an Investment Advisor Representative working at Von Holt Financial Advisors, Inc. in Palatine, IL and has over 31 years of experience in the finance industry.
2
Brock Von Holt (CRD# 6975372) is an Investment Advisor Representative working at Von Holt Financial Advisors, Inc. in Palatine, IL and has over 5 years of experience in the finance industry.
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