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James Jude Holtzman

LEGEND FINANCIAL ADVISORS INC·PITTSBURGH, Pennsylvania
Unclaimed Profile
5700 CORPORATE DRIVE, PITTSBURGH, PA 15237CRD# 4292875Firm CRD# 108207
01

About

James Jude Holtzman is a registered financial advisor based in PITTSBURGH, Pennsylvania, affiliated with LEGEND FINANCIAL ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
LEGEND FINANCIAL ADVISORS INC
LEGEND FINANCIAL ADVISORS INC
AUM
$308M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at LEGEND FINANCIAL ADVISORS INC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4292875
Firm CRD# 108207
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Jude Holtzman offer?
James Jude Holtzman specializes in Financial Planning, Investment Management. Contact their office in PITTSBURGH, Pennsylvania for a consultation.
What are James Jude Holtzman's credentials?
James Jude Holtzman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Jude Holtzman located?
James Jude Holtzman is based in PITTSBURGH, Pennsylvania, working with LEGEND FINANCIAL ADVISORS INC. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.
How does James Jude Holtzman charge for services?
James Jude Holtzman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEGEND FINANCIAL ADVISORS INC?
LEGEND FINANCIAL ADVISORS INC has approximately 11 employees and manages $308M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LEGEND FINANCIAL ADVISORS INC

Christopher J Kail
PITTSBURGH, PA
Celine Mcdade Stanasolovich
PITTSBURGH, PA
Louis Peter Stanasolovich
PITTSBURGH, PA

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Research
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