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Holderness Investments Co
Greensboro, North Carolina
5.0
1 Review
Holderness Investments Co is a small investment advisory firm based out of Greensboro, NC, with two offices strategically located to serve their clientele effectively. With a team of six dedicated professionals, including four experienced investment advisors, Holderness Investments Co is committed to providing exceptional financial guidance and management services.
On average, each investment advisor at Holderness Investments Co oversees approximately $86,670,000 in assets under management, aligning with the industry average. The firm's compensation structure is versatile, offering options such as a percentage of assets under man...see more
Assets Under Mgmt
$346.67M
Investment Professionals
4
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Reviews for Holderness Investments Co
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