Von Holt Financial Advisors, Inc. is an adviser based in Palatine. It manages $54 million of regulatory assets for 125 client accounts. It has been registered with the SEC as an adviser since 2002.
Von Holt Financial Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Von Holt Financial Advisors, Inc. is $54 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 32% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Von Holt Financial Advisors, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Albert Vonholt has been acting as President since 1 Mar 1992. Albert John Vonholt joined the executive team most recently as the President.
The principal office where Von Holt Financial Advisors, Inc. performs its advisory services is located at 345 N. Quentin Road, Palatine, IL 60067, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 847-991-6050. The normal business hours are 7:30 a.m.-6:00 p.m. on Monday - Friday.