David Holley, financial advisor Jackson WY

David Holley

CRD Number: 5386134
Current Firm: Octant Quantitative Investment Management LLC

David Holley (CRD# 5386134) is an Investment Advisor Representative working at Octant Quantitative Investment Management LLC in Jackson, WY and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Millcreek Asset Management Salt Lake City, UT Aug 2012 - Current 10
David Taylor Holley Cpa, Pllc Salt Lake City, UT Jan 2004 - Current 18
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2012
Contact Info for David T. Holley
Phone Number: 307-201-6275
Registered State(s):
  • IL
  • TX
  • UT
  • WY
By the Numbers
  • Total Assets Under Management
    358
    MILLIONS
  • Total Number of Accounts
    66
    ACCOUNTS
  • Average Account Value
    $5,418,875
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

IL, TX, UT, WY

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