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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-14-2003
- Office Locations
- 1
Office Locations
About VON Holt Financial Advisors, Inc.
Von Holt Financial Advisors is an independent, fee-only fiduciary RIA in Palatine, IL serving investors navigating major life transitions, with a focus on retirement. The boutique team (CFP/AAMS) provides comprehensive financial planning and active, accountable investment management using customized, non-proprietary solutions aligned to clients’ best interests. Custodied at Charles Schwab.
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Client Personas
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Investment Themes
Investment Vehicles
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Owner & Executives
ALBERT JOHN VON HOLT
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #2268823
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Brock Aaron Von Holt
Certified Financial Planner
- CRD
- #6975372
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $107,300,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $107,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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