$35.3M Total AUM
$16.1M Disc. AUM
-- 3Y CAGR
1 Employees
49 ADV. Clients
32 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-14-1994
- Office Locations
- 1
Office Locations
-- Princeton MA
About Holder & Company, Inc.
Holder (holderconstruction.com) is a nationwide construction management firm founded in 1960. The company partners closely with clients and design teams, emphasizing relationship-driven collaboration, strong internal teams, and creative problem solving to deliver high-service project execution. Known for a long-standing reputation for performance and repeat-client work across the U.S.
Team overview
-- AVG AGE
$35.3M AVG AUM / ADVISOR
$720.7K AVG AUM / CLIENT
32.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
32yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Services
Available
Technology
Available
Owner & Executives
W
WILLIAM COOPER HOLDER
Chief Compliance Officer, Director, President
- CRD
- #2889755
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,053,298 | -- |
| Non-Discretionary | $19,262,201 | -- |
| Total | $35,315,499 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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