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Jeffrey Mark Holler

THE CAPITAL CHART ROOM, LTD·FORT WORTH, Texas
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2821 WEST 7TH STREET, FORT WORTH, TX 76107-8912CRD# 1888455Firm CRD# 117980
01

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.

02

Focus Areas

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

Firm Overview

Firm
THE CAPITAL CHART ROOM, LTD
THE CAPITAL CHART ROOM, LTD
AUM
$339M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at THE CAPITAL CHART ROOM, LTD →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1888455
Firm CRD# 117980
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)PLANO (172)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
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