Investment adviser · CRD 105901

HOLT-SMITH ADVISORS

Investment adviser filing (IA)

HOLT-SMITH ADVISORS, INC.

MADISON, WI, United States · Form ADV filed Mar 20, 2013

Regulatory AUM
$99M
Form ADV · Item 5.F
Client accounts
134
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
4
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 20, 2013. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

5201 EAST TERRACE DRIVE, SUITE #380
MADISON, WI, 53718, United States

CRD 105901

Filing source

Form ADV 717741 · Mar 20, 2013 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.