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HOLDER WEALTH MANAGEMENT
2504 Galen Drive
Suite 105
Champaign, Illinois 61821
Tel: 217-398-4015
About HOLDER WEALTH MANAGEMENT
HOLDER WEALTH MANAGEMENT, formally registered with the SEC as HOLDER WEALTH MANAGEMENT. The firm was established in 02/06/2018. They have over 1 offices throughout the country.
HOLDER WEALTH MANAGEMENT is a Champaign, Illinois based Financial Planning firm with nearly $220,790,000 assets under management, offering retirement planning & investment advisory services to 283 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 170086 |
| SEC# | 801-112398 |
| Assets Managed by Firm | $220,790,000 |
| No. of Clients | 283 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 283 | $220,790,000 |
| Individuals (other than high net worth individuals) | 220 | $65,665,000 |
| High net worth individuals | 57 | $153,252,000 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,309,000 |
| Corporations or other businesses | Fewer than 5 clients | $564,000 |
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