Holderness Investments Co

Holderness Investments Co (CRD# 106530) is a financial advisory firm headquartered in Greensboro, NC. They manage $510,825,426 in 679 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
2102 N. Elm Street, Suite C, Greensboro, NC 27408
http://www.holdernessinvestments.com
By the Numbers
  • Total Assets Under Management
    511
    MILLION
  • Total Number of Accounts
    679
    ACCOUNTS
  • Average Account Value
    $752,320
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
The map below shows states where this firm has explicit registration only.

FL, NC, SC, TX, VA

Financial Advisors at Holderness Investments Co
Showing 1 - 5 of 5 top financial advisors.
1
Kim Eder, financial advisor Greensboro NC
Kim C. Eder
CRD#: 4356320
2102 N. Elm Street, Suite C, Greensboro, NC 27408

Kim Eder (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 Falls, financial advisor Greensboro NC
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 12 years of experience in the finance industry.

3
Richard Holderness, financial advisor Greensboro NC
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
Jonathan Morgan, financial advisor Charlotte NC
Jonathan M. Morgan
CRD#: 2789505
Charlotte, NC

Jonathan Morgan (CRD# 2789505) is an Investment Advisor Representative working at Holderness Investments Co in Charlotte, NC and has over 27 years of experience in the finance industry.

5
Kenneth Shahbaz, financial advisor Greensboro NC
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 24 years 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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