Von Holt Financial Advisors, Inc.

Von Holt Financial Advisors, Inc. (CRD# 115050) is a financial advisory firm headquartered in Palatine, IL. They manage $76,600,000 in 145 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    77
    MILLION
  • Total Number of Accounts
    145
    ACCOUNTS
  • Average Account Value
    $528,276
Compensation Options
  • A percentage of assets under your management
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.

IL

Financial Advisors at Von Holt Financial Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Albert J. Vonholt
CRD#: 2268823
4801 Emerson Ave., Suite 102, Palatine, IL 60067
96
Wealthminder
score

Albert Vonholt (CRD# 2268823) is an Investment Advisor Representative working at Von Holt Financial Advisors, Inc. in Palatine, IL and has over 24 years of experience in the finance industry. Albert Vonholt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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