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
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Holden Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
James Liu
CRD#: 1679442
Los Angeles, CA

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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