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Robert Harris Holtz

WEXFORD CAPITAL LP·GREENWICH, Connecticut
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411 W PUTNAM AVE, GREENWICH, CT 06830-6280CRD# 4374041Firm CRD# 108726
01

About

Robert Harris Holtz is a registered financial advisor based in GREENWICH, Connecticut, affiliated with WEXFORD CAPITAL LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
WEXFORD CAPITAL LP
WEXFORD CAPITAL LP
AUM
$1.7B
Regulatory assets under management
Employees
39
Total firm employees
View all advisors at WEXFORD CAPITAL LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4374041
Firm CRD# 108726
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Harris Holtz offer?
Robert Harris Holtz specializes in Retirement Planning. Contact their office in GREENWICH, Connecticut for a consultation.
What are Robert Harris Holtz's credentials?
Robert Harris Holtz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Harris Holtz located?
Robert Harris Holtz is based in GREENWICH, Connecticut, working with WEXFORD CAPITAL LP. Their office serves clients in the GREENWICH metropolitan area and surrounding communities.
How does Robert Harris Holtz charge for services?
Robert Harris Holtz's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEXFORD CAPITAL LP?
WEXFORD CAPITAL LP has approximately 39 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)NORWALK (134)
City Guides
STAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN GuideNORWALK Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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