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HOLT-SMITH ADVISORS, INC.
HOLT-SMITH ADVISORS, INC.
HOLT-SMITH ADVISORS
MADISON, Wisconsin
·
3 registered advisors
·
CRD# 105901
SEC# 801-30171
608-249-4488
01
Firm Overview
AUM
$99M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at HOLT-SMITH ADVISORS, INC.
3 registered advisors
Michael John Wilson
MADISON, Wisconsin
CRD# 3021206
Noel David Goeddel
MADISON, Wisconsin
CRD# 4568594
Ryan Daniel Erickson
MADISON, Wisconsin
CRD# 2471849
05
Office Locations
MADISON, Wisconsin
3 advisors
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Data sourced from SEC Form ADV filings. HOLT-SMITH ADVISORS, INC. (CRD# 105901) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.