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Mark Holroyd

CITY CAPITAL VENTURES, LLC·CHICAGO, Illinois
Unclaimed Profile
444 N. MICHIGAN AVE., SUITE 3250, CHICAGO, IL 60611CRD# 7393993Firm CRD# 314936
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About

Mark Holroyd is a registered financial advisor based in CHICAGO, Illinois, affiliated with CITY CAPITAL VENTURES, LLC. 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
CITY CAPITAL VENTURES, LLC
CITY CAPITAL VENTURES, LLC
AUM
$286M
Regulatory assets under management
Employees
8
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7393993
Firm CRD# 314936
No disclosures on file
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Frequently Asked Questions

What services does Mark Holroyd offer?
Mark Holroyd specializes in Retirement Planning. Contact their office in CHICAGO, Illinois for a consultation.
What are Mark Holroyd's credentials?
Mark Holroyd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Holroyd located?
Mark Holroyd is based in CHICAGO, Illinois, working with CITY CAPITAL VENTURES, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Mark Holroyd charge for services?
Mark Holroyd'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 CITY CAPITAL VENTURES, LLC?
CITY CAPITAL VENTURES, LLC has approximately 8 employees and manages $286M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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