Von Holt Financial Advisors, Inc.

Von Holt Financial Advisors, Inc. (CRD# 115050) is a financial advisory firm headquartered in Palatine, IL. They manage $92,300,000 in 125 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
50 N. Brockway Street, Suite 4-5, Palatine, IL 60067
http://www.vonholt-fa.com
By the Numbers
  • Total Assets Under Management
    92
    MILLION
  • Total Number of Accounts
    125
    ACCOUNTS
  • Average Account Value
    $738,400
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
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Von Holt Financial Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Albert Von Holt, financial advisor Palatine IL
Albert J. Von Holt
CRD#: 2268823
50 N. Brockway Street, Suite 4-5, Palatine, IL 60067

Albert Von Holt (CRD# 2268823) is an Investment Advisor Representative working at Von Holt Financial Advisors, Inc. in Palatine, IL and has over 31 years of experience in the finance industry.

2
Brock Von Holt, financial advisor Palatine IL
Brock A. Von Holt
CRD#: 6975372
50 N. Brockway Street, Suite 4-5, Palatine, IL 60067

Brock Von Holt (CRD# 6975372) is an Investment Advisor Representative working at Von Holt Financial Advisors, Inc. in Palatine, IL and has over 5 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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