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Jeffery B Holl

ELM RIDGE MANAGEMENT, LLC·IRVINGTON, New York
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3 WEST MAIN STREET, IRVINGTON, NY 10533-0001CRD# 6128718Firm CRD# 154508
01

About

Jeffery B Holl is a registered financial advisor based in IRVINGTON, New York, affiliated with ELM RIDGE MANAGEMENT, 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
ELM RIDGE MANAGEMENT, LLC
ELM RIDGE MANAGEMENT, LLC
AUM
$149M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at ELM RIDGE MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6128718
Firm CRD# 154508
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffery B Holl offer?
Jeffery B Holl specializes in Retirement Planning. Contact their office in IRVINGTON, New York for a consultation.
What are Jeffery B Holl's credentials?
Jeffery B Holl is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffery B Holl located?
Jeffery B Holl is based in IRVINGTON, New York, working with ELM RIDGE MANAGEMENT, LLC. Their office serves clients in the IRVINGTON metropolitan area and surrounding communities.
How does Jeffery B Holl charge for services?
Jeffery B Holl'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 ELM RIDGE MANAGEMENT, LLC?
ELM RIDGE MANAGEMENT, LLC has approximately 2 employees and manages $149M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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