Holzberg Wealth Management

Holzberg Wealth Management (CRD# 166712) is a financial advisory firm headquartered in , . They manage $42,585,595 in 143 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    143
    ACCOUNTS
  • Average Account Value
    $297,801
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

CA

Financial Advisors at Holzberg Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Harris S. Holzberg
CRD#: 1011208
Corte Madera, CA
96
Wealthminder
score

Harris Holzberg (CRD# 1011208) is an Investment Advisor Representative working at Holzberg Wealth Management in Corte Madera, CA and has over 17 years of experience in the finance industry.

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