Holderness Investments Co

Holderness Investments Co (CRD# 106530) is a financial advisory firm headquartered in Greensboro, NC. They manage $313,430,168 in 509 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    313
    MILLION
  • Total Number of Accounts
    509
    ACCOUNTS
  • Average Account Value
    $615,776
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

NC, TX

Financial Advisors at Holderness Investments Co
Showing 1 - 4 of 4 top financial advisors.
1
Kim R. Cummings
CRD#: 4356320
2102 N. Elm Street, Suite C, Greensboro, NC 27408

Kim Cummings (CRD# 4356320) is an Investment Advisor Representative working at Holderness Investments Co in Greensboro, NC and has 1 year of experience in the finance industry.

2
Sheila M. Falls
CRD#: 5995676
2102 N. Elm Street, Suite C, Greensboro, NC 27408

Sheila Falls (CRD# 5995676) is an Investment Advisor Representative working at Holderness Investments Co in Greensboro, NC and has over 8 years of experience in the finance industry. Sheila Falls has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Richard T. Holderness
CRD#: 2664120
2102 N. Elm Street, Suite C, Greensboro, NC 27408

Richard Holderness (CRD# 2664120) is an Investment Advisor Representative working at Holderness Investments Co in Greensboro, NC and has 1 year of experience in the finance industry.

4
Kenneth J. Shahbaz
CRD#: 3223030
2102 N. Elm Street, Suite C, Greensboro, NC 27408

Kenneth Shahbaz (CRD# 3223030) is an Investment Advisor Representative working at Holderness Investments Co in Greensboro, NC and has over 21 years of experience in the finance industry. Kenneth Shahbaz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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