Holder & Company, Inc.

Holder & Company, Inc. (CRD# 117077) is a financial advisory firm headquartered in , . They manage $15,638,917 in 49 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
    49
    ACCOUNTS
  • Average Account Value
    $319,162
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
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.

MA

Financial Advisors at Holder & Company, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
William C. Holder
CRD#: 2889755
Princeton, MA
64
Wealthminder
score

William Holder (CRD# 2889755) is an Investment Advisor Representative working at Holder & Company, Inc. in Princeton, MA and has over 19 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.