Holder Wealth Management

Holder Wealth Management (CRD# 170086) is a financial advisory firm headquartered in Champaign, IL. They manage $220,790,000 in 283 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2504 Galen Drive, Suite 105, Champaign, IL 61821
http://www.holderwealthmgt.com/
By the Numbers
  • Total Assets Under Management
    221
    MILLION
  • Total Number of Accounts
    283
    ACCOUNTS
  • Average Account Value
    $780,177
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, TX

Financial Advisors at Holder Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Ryan Bradley, financial advisor Champaign IL
Ryan R. Bradley
CRD#: 5658941
2504 Galen Drive, Suite 105, Champaign, IL 61821

Ryan Bradley (CRD# 5658941) is an Investment Advisor Representative working at Holder Wealth Management in Champaign, IL and has over 14 years of experience in the finance industry.

2
Charles Holder, financial advisor Champaign IL
Charles B. Holder
CRD#: 6399759
3007 Village Office Place, Champaign, IL 61822

Charles Holder (CRD# 6399759) is an Investment Advisor Representative working at Holder Wealth Management in Champaign, IL and has over 10 years of experience in the finance industry.

3
Daniel Holder, financial advisor Champaign IL
Daniel E. Holder
CRD#: 5705684
2504 Galen Drive, Suite 105, Champaign, IL 61821

Daniel Holder (CRD# 5705684) is an Investment Advisor Representative working at Holder Wealth Management in Champaign, IL and has 1 year of experience in the finance industry.

4
Geovanny Vega-Zamora, financial advisor Champaign IL
Geovanny A. Vega-Zamora
CRD#: 6584020
2504 Galen Drive, Suite 105, Champaign, IL 61821

Geovanny Vega-Zamora (CRD# 6584020) is an Investment Advisor Representative working at Holder Wealth Management in Champaign, IL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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