Holden Wealth Management, Inc.

Holden Wealth Management, Inc. (CRD# 161190) is a financial advisory firm headquartered in Torrance, CA. They manage $10,000,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $10,000,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Holden Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
James Liu
CRD#: 1679442
1223 West Carson St., Torrance, CA 90502
68
Wealthminder
score

James Liu (CRD# 1679442) is an Investment Advisor Representative working at Holden Wealth Management, Inc. in Torrance, CA and has over 8 years of experience in the finance industry.

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