Holdfast Wealth Management, LLC
Holdfast Wealth Management, LLC (CRD# 168007) is a financial advisory firm headquartered in , . They manage $14,636,001 in 127 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management15MILLION
Total Number of Accounts127ACCOUNTS
Average Account Value$115,244
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
John Dapper (CRD# 5138208) is an Investment Advisor Representative working at Holdfast Wealth Management, LLC in Austin, TX and has over 11 years of experience in the finance industry.