Holt Investment Advisors

Holt Investment Advisors (CRD# 135659) is a financial advisory firm headquartered in Manhattan Beach, CA. They manage $20,523,233 in 96 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
111 N. Sepulveda Blvd., Suite 250, Manhattan Beach, CA 90266
http://holtinvestmentadvisors.com
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    96
    ACCOUNTS
  • Average Account Value
    $213,784
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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Holt Investment Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Keith Holt, financial advisor Manhattan Beach CA
Keith W. Holt
CRD#: 1736250
111 N. Sepulveda Blvd., Suite 250, Manhattan Beach, CA 90266

Keith Holt (CRD# 1736250) is an Investment Advisor Representative working at Holt Investment Advisors in Manhattan Beach, CA and has over 36 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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