Investment adviser · CRD 120685

HOLZER & COMPANY, INC.

Investment adviser filing (IA)

WESTWOOD, NJ, United States · Form ADV filed Jan 17, 2012

Regulatory AUM
$66.5M
Form ADV · Item 5.F
Client accounts
21
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

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: Jan 17, 2012. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

263 CENTER AVENUE
WESTWOOD, NJ, 07675, United States

CRD 120685

Filing source

Form ADV 603290 · Jan 17, 2012 · 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.