Unclaimed Profile

Jeffrey Mark Holler

THE CAPITAL CHART ROOM, LTD·FORT WORTH, Texas

Clean recordTHE CAPITAL CHART ROOM, LTD

2821 WEST 7TH STREET, FORT WORTH, TX 76107-8912CRD# 1888455Firm CRD# 117980

Profile Verification

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

Identity

Jeffrey Mark Holler · FORT WORTH, TX

Registration

CRD #1888455 · THE CAPITAL CHART ROOM, LTD

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeffrey Mark Holler is a registered financial advisor based in FORT WORTH, Texas, affiliated with THE CAPITAL CHART ROOM, LTD. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

THE CAPITAL CHART ROOM, LTD

AUM

$339M

Regulatory assets under management

Employees

Total firm employees

View all advisors at THE CAPITAL CHART ROOM, LTD →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 1888455

Firm CRD# 117980

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Mark Holler offer?

Jeffrey Mark Holler specializes in Financial Planning, Investment Management. Contact their office in FORT WORTH, Texas for a consultation.

What are Jeffrey Mark Holler's credentials?

Jeffrey Mark Holler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Mark Holler located?

Jeffrey Mark Holler is based in FORT WORTH, Texas, working with THE CAPITAL CHART ROOM, LTD. Their office serves clients in the FORT WORTH metropolitan area and surrounding communities.

How does Jeffrey Mark Holler charge for services?

Jeffrey Mark Holler's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE CAPITAL CHART ROOM, LTD?

THE CAPITAL CHART ROOM, LTD has approximately 7 employees and manages $339M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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