David HolleyCRD 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.
Beddow Capital Management Inc.
Beplat Asset Management, Inc.
Alupka Asset Management
|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|
Total Assets Under Management358MILLIONS
Total Number of Accounts66ACCOUNTS
Average Account Value$5,418,875
- A percentage of assets under your management
- Performance-based fees
- 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
IL, TX, UT, WY
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