HOLDERNESS INVESTMENTS CO - Financial Advisor in North Carolina, Greensboro

Tel: 336-574-1400 2102 N. Elm Street Suite C Greensboro, North Carolina 27408

About HOLDERNESS INVESTMENTS CO

HOLDERNESS INVESTMENTS CO is a Greensboro, North Carolina based financial advisory firm with nearly $510,825,426 in assets under management and provides investment advisory services for 679 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

106530

Firm SEC#:

801-49875

Assets Under Management:

$510,825,426

No. of Clients:

679

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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