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HOLDER WEALTH MANAGEMENT
Tel: 217-398-4015
2504 Galen Drive Suite 105
Champaign, Illinois 61821
HOLDER WEALTH MANAGEMENT
HOLDER WEALTH MANAGEMENT is a Champaign, Illinois based financial advisory firm with nearly $220,790,000 in assets under management and provides investment advisory services for 283 clients. There are currently 3 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Publication of periodicals and newsletters
Fee Structure:
A percentage of AUM, Hourly charges
Firm CRD#:
170086
SEC#:
801-112398
No. of Clients:
283
Assets under Management
$220,790,000
No. of Advisors:
3
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