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).
Total Assets Under Management43MILLION
Total Number of Accounts143ACCOUNTS
Average Account Value$297,801
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Harris Holzberg (CRD# 1011208) is an Investment Advisor Representative working at Holzberg Wealth Management in Corte Madera, CA and has over 19 years of experience in the finance industry.