Keith Holt (CRD# 1736250) is an Investment Advisor Representative working at Holt Investment Advisors in Manhattan Beach, CA and has over 36 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Keith Russell Whiting Holt Dba Holt Investment Advisors | Manhattan Beach, CA | Jun 1995 - Current | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1987 |
- CA
-
Total Assets Under Management21MILLIONS
-
Total Number of Accounts96ACCOUNTS
-
Average Account Value$213,784
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA
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