Louis Holtz (CRD# 4329938) is an Investment Advisor Representative working at Rice Hall James & Associates LLC in Pasadena, CA and has 1 year 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 |
|---|---|---|---|
| Rice Hall James & Associates, LLC | San Diego, CA | Oct 2008 - Current | 15 |
- CA
-
Total Assets Under Management1,741MILLIONS
-
Total Number of Accounts286ACCOUNTS
-
Average Account Value$6,086,449
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
CA, CT, FL, GA, IL, IN, LA, MA, MN, MO, NC, NH, NJ, NY, OH, OK, PA, SC, TX, VA, WA, WI
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