Holderness Investments Co

Holderness Investments Co (CRD# 106530) is a financial advisory firm headquartered in Greensboro, NC. They manage $116,442,216 in 298 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    116
    MILLION
  • Total Number of Accounts
    298
    ACCOUNTS
  • Average Account Value
    $390,746
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
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

Financial Advisors at Holderness Investments Co
Showing 1 - 3 of 3 top financial advisors.
1
Charles F. Freeman
CRD#: 2963226
201-b State Street, Greensboro, NC 27408
93
Wealthminder
score

Charles Freeman (CRD# 2963226) is an Investment Advisor Representative working at Holderness Investments Co in Greensboro, NC and has over 14 years of experience in the finance industry.

2
Kim C. Carson
CRD#: 4356320
201-b State Street, Greensboro, NC 27408
90
Wealthminder
score

Kim Carson (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.

3
Richard T. Holderness
CRD#: 2664120
201-b State Street, Greensboro, NC 27408
90
Wealthminder
score

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.

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