CRD: 324597
Holden Family Office, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-21-2023
- Office Locations
- 4
Office Locations
About Holden Family Office, LLC
Holden Family Office is a boutique private wealth management and multi-family office serving entrepreneurs, executives, investors, athletes, and multi-generational affluent families nationwide. The firm delivers goal-based financial planning, tax-efficient portfolio management, risk management, and access to private investments, with services tailored across generations and guided by stated fiduciary principles. Custody includes Charles Schwab.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
Sean Holden Meunier
Chief Compliance Officer, Financial Advisor, President
- CRD
- #7674980
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Joel Micah Braswell
--
- CRD
- #8011953
CHRISTOPHER CONRAD CHAMPION
--
- CRD
- #8199967
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,903,394 | -- |
| Non-Discretionary | $0 | -- |
| Total | $39,903,394 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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