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Willy Holz

PULSE CAPITAL PARTNERS, LLC·NEW YORK, New York
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640 FIFTH AVENUE, NEW YORK, NY 10019CRD# 6028996Firm CRD# 158136
01

About

Willy Holz is a registered financial advisor based in NEW YORK, New York, affiliated with PULSE CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PULSE CAPITAL PARTNERS MANAGEMENT, LLC
PULSE CAPITAL PARTNERS MANAGEMENT, LLC
AUM
—
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at PULSE CAPITAL PARTNERS MANAGEMENT, LLC →
Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6028996
Firm CRD# 158136
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Willy Holz offer?
Willy Holz specializes in Retirement Planning, Wealth Management. Contact their office in NEW YORK, New York for a consultation.
What are Willy Holz's credentials?
Willy Holz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Willy Holz located?
Willy Holz is based in NEW YORK, New York, working with PULSE CAPITAL PARTNERS, LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Willy Holz charge for services?
Willy Holz'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 PULSE CAPITAL PARTNERS, LLC?
PULSE CAPITAL PARTNERS, LLC has approximately 7 employees. The firm is registered with the SEC as an investment adviser.
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