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Theodore Donald Holt

EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC·PORTLAND, Oregon
Clean recordEQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC
411 NW PARK AVE, PORTLAND, OR 97209CRD# 7307925Firm CRD# 182520

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Theodore Donald Holt · PORTLAND, OR
Registration
CRD #7307925 · EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Theodore Donald Holt is a registered financial advisor based in PORTLAND, Oregon, affiliated with EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC
EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC
AUM
$1.2B
Regulatory assets under management
Employees
36
Total firm employees
View all advisors at EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7307925
Firm CRD# 182520
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Theodore Donald Holt offer?
Theodore Donald Holt specializes in Retirement Planning. Contact their office in PORTLAND, Oregon for a consultation.
What are Theodore Donald Holt's credentials?
Theodore Donald Holt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Theodore Donald Holt located?
Theodore Donald Holt is based in PORTLAND, Oregon, working with EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Theodore Donald Holt charge for services?
Theodore Donald Holt'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 EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC?
EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC has approximately 36 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC

David Yi-Ping Chen
PORTLAND, OR
Picharn Quisumbing Kullavanijaya
PORTLAND, OR
William Coolidge Campbell
PORTLAND, OR
John Jay Pierrepont
PORTLAND, OR

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Research
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