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HOLTER, WILLIAM LATIMER
361-571-1914
SEC #801-67355Total AUM
$15M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Monday - Friday
Phone
361-571-1914
Financials
Total AUM
$15M
Accounts
21Discretionary
$0
Accounts
0Non-Discretionary
$15M
Accounts
21
Clients
None reported
Services
Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
TX
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.