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Charles Bartholow Holder

HOLDER WEALTH MANAGEMENT, INC.·CHAMPAIGN, Illinois
Clean recordHOLDER WEALTH MANAGEMENT, INC.
2504 GALEN DRIVE, CHAMPAIGN, IL 61821CRD# 6399759Firm CRD# 170086

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Bartholow Holder · CHAMPAIGN, IL
Registration
CRD #6399759 · HOLDER WEALTH MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Charles Bartholow Holder is a registered financial advisor based in CHAMPAIGN, Illinois, affiliated with HOLDER WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
HOLDER WEALTH MANAGEMENT, INC.
HOLDER WEALTH MANAGEMENT
AUM
$221M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at HOLDER WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Market timing services
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Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6399759
Firm CRD# 170086
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Charles Bartholow Holder offer?
Charles Bartholow Holder specializes in Financial Planning, Investment Management. Contact their office in CHAMPAIGN, Illinois for a consultation.
What are Charles Bartholow Holder's credentials?
Charles Bartholow Holder is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Bartholow Holder located?
Charles Bartholow Holder is based in CHAMPAIGN, Illinois, working with HOLDER WEALTH MANAGEMENT, INC.. Their office serves clients in the CHAMPAIGN metropolitan area and surrounding communities.
How does Charles Bartholow Holder charge for services?
Charles Bartholow Holder'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 HOLDER WEALTH MANAGEMENT, INC.?
HOLDER WEALTH MANAGEMENT, INC. has approximately 3 employees and manages $221M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HOLDER WEALTH MANAGEMENT, INC.

Virginia Bartholow Holder
CHAMPAIGN, IL
Daniel Eugene Holder
CHAMPAIGN, IL

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