Holt Investment Advisors
Holt Investment Advisors (CRD# 135659) is a financial advisory firm headquartered in Manhattan Beach, CA. They manage $15,003,020 in 81 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management15MILLION
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Total Number of Accounts81ACCOUNTS
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Average Account Value$185,222
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States

Registered Investment Advisor
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.
CA
Financial Advisors at Holt Investment Advisors
No Advisor Found.
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