Holden Wealth Management, Inc.
Holden Wealth Management, Inc. (CRD# 161190) is a financial advisory firm headquartered in Torrance, CA. They manage $6,000,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management6MILLION
Total Number of Accounts2ACCOUNTS
Average Account Value$3,000,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.