H
$20.6M Total AUM
$20.6M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
31 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-01-1994
- Office Locations
- 1
Office Locations
111 N. Sepulveda Blvd., Suite 250 Manhattan Beach CA
About Holt Investment Advisors
Holt Investment Advisors is a Manhattan Beach-based RIA. The firm has been operating for 31 years. Managing $20.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley.
Team overview
-- AVG AGE
$20.6M AVG AUM / ADVISOR
$937.5K AVG AUM / CLIENT
2.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
31yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
K
KEITH WHITING HOLT
Advisor, Chief Investment Officer, Owner
- CRD
- #1736250
- 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 | $20,625,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,625,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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