Holder & Company, Inc.
Holder & Company, Inc. (CRD# 117077) is a financial advisory firm headquartered in , . They manage $29,747,677 in 48 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Holder & Company, Inc.
By the Numbers
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Total Assets Under Management30MILLION
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Total Number of Accounts48ACCOUNTS
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Average Account Value$619,743
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at Holder & Company, Inc.
1
William Holder (CRD# 2889755) is an Investment Advisor Representative working at Holder & Company, Inc. in Princeton, MA and has over 26 years of experience in the finance industry.
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