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HOLDERNESS INVESTMENTS CO

Tel: 336-574-1400
2102 N. Elm Street
Suite C
Greensboro, North Carolina  27408

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HOLDERNESS INVESTMENTS CO

HOLDERNESS INVESTMENTS CO is a Greensboro, North Carolina based financial advisory firm with nearly $510,825,426 in assets under management and provides investment advisory services for 679 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

106530

SEC#:

801-49875

No. of Clients:

679

Assets under Management

$510,825,426

No. of Advisors:

6

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