HOLDERNESS INVESTMENTS CO

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

About HOLDERNESS INVESTMENTS CO

HOLDERNESS INVESTMENTS CO, formally registered with the SEC as HOLDERNESS INVESTMENTS CO. The firm was established in 08/14/1995. They have over 4 offices throughout the country.

HOLDERNESS INVESTMENTS CO is a Greensboro, North Carolina based Financial Planning firm with nearly $510,825,426 assets under management, offering retirement planning & investment advisory services to 679 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106530
SEC#	801-49875
Assets Managed by Firm	$510,825,426
No. of Clients	679
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

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

Firm Client Information

	No. of Clients	AUM
Firm Total	679	$510,825,426
Individuals (other than high net worth individuals)	172	$50,805,540
High net worth individuals	121	$432,872,496
Pension and profit sharing plans	11	$10,772,180
Charitable organizations	Fewer than 5 clients	$11,188,189
Corporations or other businesses	Fewer than 5 clients	$5,187,021

More Retirement Planning firms in Greensboro, North Carolina:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAPTRUST 4208 Six Forks Rd, Suite 1700 Raleigh, NC, 27609	$852,173,054,617	100603	1554
ALLSPRING GLOBAL INVESTMENTS, LLC 1415 Vantage Park Drive, 3rd Floor Charlotte, NC, 28203	$429,024,440,167	9416	1015
BARINGS LLC 300 S. Tryon Street, Suite 2500 Charlotte, NC, 28202	$307,726,562,224	343	985
ALLSPRING FUNDS MANAGEMENT, LLC 1415 Vantage Park Drive, 3rd Floor Charlotte, NC, 28203	$300,798,686,558	8078	513
BRIGHTHOUSE INVESTMENT ADVISERS, LLC 11225 North Community House Rd Charlotte, NC, 28277	$137,561,001,775	6685	31

Explore More Retirement Advisors in Greensboro, North Carolina

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.