Holloway Investment Advisors, Inc.

Holloway Investment Advisors, Inc. (CRD# 118223) is a financial advisory firm headquartered in Portland, OR. They manage $47,810,481 in 108 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    108
    ACCOUNTS
  • Average Account Value
    $442,690
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

OR, TX, WA

Financial Advisors at Holloway Investment Advisors, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Jason A. Holloway
CRD#: 4513068
13221 Sw 68th Parkway, Suite 420, Portland, OR 97223
93
Wealthminder
score

Jason Holloway (CRD# 4513068) is an Investment Advisor Representative working at Holloway Investment Advisors, Inc. in Portland, OR and has over 15 years of experience in the finance industry.

2
Mark L. Holloway
CRD#: 248825
13221 Sw 68th Parkway, Suite 420, Portland, OR 97223
93
Wealthminder
score

Mark Holloway (CRD# 248825) is an Investment Advisor Representative working at Holloway Investment Advisors, Inc. in Portland, OR and has over 27 years of experience in the finance industry.

3
Virginia M. Kretzer
CRD#: 5535471
13221 Sw 68th Parkway, Suite 420, Portland, OR 97223
93
Wealthminder
score

Virginia Kretzer (CRD# 5535471) is an Investment Advisor Representative working at Holloway Investment Advisors, Inc. in Portland, OR and has over 8 years of experience in the finance industry.

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