Unclaimed Profile

Scott Andrew Holan

BOLTHOUSE INVESTMENTS, LLC·BAKERSFIELD, California

Clean recordBOLTHOUSE INVESTMENTS, LLC

11601 BOLTHOUSE DRIVE, BAKERSFIELD, CA 93311CRD# 2459907Firm CRD# 148531

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Scott Andrew Holan · BAKERSFIELD, CA

Registration

CRD #2459907 · BOLTHOUSE INVESTMENTS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Scott Andrew Holan is a registered financial advisor based in BAKERSFIELD, California, affiliated with BOLTHOUSE INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

BOLTHOUSE INVESTMENTS, LLC

BOLTHOUSE INVESTMENT MANAGEMENT SERVICES

AUM

$423M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BOLTHOUSE INVESTMENTS, LLC →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 2459907

Firm CRD# 148531

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Scott Andrew Holan offer?

Scott Andrew Holan specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BAKERSFIELD, California for a consultation.

What are Scott Andrew Holan's credentials?

Scott Andrew Holan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Scott Andrew Holan located?

Scott Andrew Holan is based in BAKERSFIELD, California, working with BOLTHOUSE INVESTMENTS, LLC. Their office serves clients in the BAKERSFIELD metropolitan area and surrounding communities.

How does Scott Andrew Holan charge for services?

Scott Andrew Holan's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BOLTHOUSE INVESTMENTS, LLC?

BOLTHOUSE INVESTMENTS, LLC has approximately 11 employees and manages $423M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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