Unclaimed Profile

Jeffery B Holl

ELM RIDGE MANAGEMENT, LLC·IRVINGTON, New York

Clean recordELM RIDGE MANAGEMENT, LLC

3 WEST MAIN STREET, IRVINGTON, NY 10533-0001CRD# 6128718Firm CRD# 154508

Profile Verification

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

Identity

Jeffery B Holl · IRVINGTON, NY

Registration

CRD #6128718 · ELM RIDGE MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

ELM RIDGE MANAGEMENT, LLC

AUM

$149M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ELM RIDGE MANAGEMENT, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6128718

Firm CRD# 154508

View on FINRA BrokerCheck →

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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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