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Building 2HOLDERNESS INVESTMENTS CO

Map pinGREENSBORO, NC
Phone336-574-1400
NotebookSEC #801-49875
Total AUM
$660.7M
Employees
8
Clients
340

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2102 N. ELM STREET
SUITE C
GREENSBORO
NC 27408
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
336-574-1400
Other Offices
3

ReceiptFinancials

Total AUM
$660.7M
Accounts
778
Discretionary
$641.6M
Accounts
756
Non-Discretionary
$19.1M
Accounts
22

ContactClients

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Individual Clients
231
AUM
$115.2M
HNW Individual Clients
93
AUM
$498M
Pension/Profit Sharing Plan Clients
10
AUM
$18.1M
Charitable Organization Clients
1
AUM
$19.4M
Corporation or Business Clients
5
AUM
$9.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCSCTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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