HoldCo Asset Management

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

515 E Las Olas Blvd Ste 650, Fort Lauder...

Phone Number

(954) 433-6860

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
2
1
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2
2
1

About HoldCo Asset Management

HoldCo Asset Management is a financial services firm based in Fort Lauderdale, Florida, specializing in asset management. The company offers a range of investment strategies and services aimed at helping clients achieve their financial objectives. Their intended clients include individual investors and institutions looking for tailored investment solutions. HoldCo emphasizes the importance of independent evaluation of investments based on individual risk profiles and financial circumstances.Explore more
HoldCo Asset Management's Social MediaPopular SearchesHoldCo Asset Management LPHoldCoHoldco Advisors LPHoldCo Asset Management MrHoldco7 LLCSIC Code 62,628NAICS Code 52,523Show more

HoldCo Asset Management Org Chart

PhoneEmail
SC
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General Counsel & Chief Compliance Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

HoldCo Asset Management

<$5M
1-10
Private
-
2011
SC
Shan ChangGeneral Counsel & Chief Compliance Officer
$10.8M
11-50
Private
-
2009
Sabrina Williams, Chief Operating Officer at Efficient Advisors
Sabrina WilliamsChief Operating Officer
$5M
1-10
Private
-
2014
BS
Brian SmithManager, Private Wealth
<$5M
1-10
Private
-
2004
MS
Mark SaranExecutive VP, Investments
<$5M
11-50
Private
-
1998
Donald Conrad, President & Chief Executive Officer at Conrad Capital Management
Donald ConradPresident & CEO
<$5M
1-10
Private
-
2010
WB
William BalesPortfolio Manager
<$5M
1-10
Private
-
2017
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Company Profile Activity

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Among all Finance companies

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High Activity

Activity Insights

HoldCo Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

HoldCo Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about HoldCo Asset Management.

HoldCo Asset Management Tech Stack

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Frequently Asked Questions Regarding HoldCo Asset Management

What is HoldCo Asset Management's official website?
HoldCo Asset Management's official website is www.holdcoam.com
What is HoldCo Asset Management's Revenue?
HoldCo Asset Management's revenue is <$5 Million
What is HoldCo Asset Management's SIC code?
HoldCo Asset Management's SIC: 62,628
What is HoldCo Asset Management's NAICS code?
HoldCo Asset Management's NAICS: 52,523
How many employees does HoldCo Asset Management have?
HoldCo Asset Management has 1-10 employees
What industry does HoldCo Asset Management belong to?
HoldCo Asset Management is in the industry of: Finance, Securities Trading
What is HoldCo Asset Management competition?
HoldCo Asset Management top competitors include: Dynamic Wealth Solutions, Conrad Capital Management, NinePointTwo Capital, Bullseye Asset Management
What technology does HoldCo Asset Management use?
Some of the popular technologies that HoldCo Asset Management uses are: WordPress.org, PHP, Microsoft 365, GoDaddy SSL Certificates
How do I contact HoldCo Asset Management?
HoldCo Asset Management contact info: Phone number: (954) 433-6860 Website: www.holdcoam.com
What does HoldCo Asset Management do?

HoldCo Asset Management is a financial services firm based in Fort Lauderdale, Florida, specializing in asset management. The company offers a range of investment strategies and services aimed at helping clients achieve their financial objectives. Their intended clients include individual investors and institutions looking for tailored investment s... olutions. HoldCo emphasizes the importance of independent evaluation of investments based on individual risk profiles and financial circumstances.Read More

What are HoldCo Asset Management social media links?
HoldCo Asset Management Linkedin page
Is HoldCo Asset Management a public company?
HoldCo Asset Management is private company therefore does not currently have an official ticker symbol
See more information about HoldCo Asset Management

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