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HOLDER WEALTH MANAGEMENT, INC.
HOLDER WEALTH MANAGEMENT, INC.
HOLDER WEALTH MANAGEMENT
CHAMPAIGN, Illinois
·
3 registered advisors
·
CRD# 170086
SEC# 801-112398
0
217-398-4015
01
Firm Overview
AUM
$221M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Market timing services
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
04
Advisors at HOLDER WEALTH MANAGEMENT, INC.
3 registered advisors
Charles Bartholow Holder
CHAMPAIGN, Illinois
CRD# 6399759
Daniel Eugene Holder
CHAMPAIGN, Illinois
CRD# 5705684
Virginia Bartholow Holder
CHAMPAIGN, Illinois
CRD# 6468482
05
Office Locations
CHAMPAIGN, Illinois
3 advisors
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Data sourced from SEC Form ADV filings. HOLDER WEALTH MANAGEMENT, INC. (CRD# 170086) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.