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Theodore Donald Holt

EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC·PORTLAND, Oregon
SIE, Series 7TO, Series 24, Series 63Clean 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
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC
CRD 182520 · SEC 801-96301
AUM
$1.2B
Regulatory assets under management
Employees
36
4 client accounts
Services offered by EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC →
Introduction

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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

William Coolidge Campbell
PORTLAND, OR
Picharn Quisumbing Kullavanijaya
PORTLAND, OR

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Research
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