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HOLDCO ASSET MANAGEMENT, LP
515 East Las Olas Blvd.
Suite 1010
Fort Lauderdale, Florida 33301
Tel: 954-433-6862
About HOLDCO ASSET MANAGEMENT, LP
HOLDCO ASSET MANAGEMENT, LP, formally registered with the SEC as HOLDCO ASSET MANAGEMENT, LP. The firm was established in 04/12/2016. They have over 1 offices throughout the country.
HOLDCO ASSET MANAGEMENT, LP is a Fort Lauderdale, Florida based Financial Planning firm with nearly $2,390,092,000 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 167054 |
| SEC# | 801-107627 |
| Assets Managed by Firm | $2,390,092,000 |
| No. of Clients | 6 |
| No. of Advisors | 7 |
Fee Structure
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 6 | $2,390,092,000 |
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