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Building 2HOLT-SMITH ADVISORS

Map pinMADISON, WI
Phone608-249-4488
NotebookSEC #801-30171
Total AUM
$99M
Employees
6
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5201 EAST TERRACE DRIVE
SUITE #380
MADISON
WI 53718
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
608-249-4488

ReceiptFinancials

Total AUM
$99M
Accounts
134
Discretionary
$99M
Accounts
134
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILWI

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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