Holden Wealth Management LLC
Holden Wealth Management LLC (CRD# 161190) is a financial advisory firm headquartered in , . They manage $16,000,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Holden Wealth Management LLC
By the Numbers
-
Total Assets Under Management16MILLION
-
Total Number of Accounts1ACCOUNTS
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Average Account Value$16,000,000
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Holden Wealth Management LLC
1
James Liu (CRD# 1679442) is an Investment Advisor Representative working at Holden Wealth Management LLC in Los Angeles, CA and has over 14 years of experience in the finance industry.
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