HOLT CAPITAL PARTNERS, L.P. - Financial Advisor in Texas, Fort Worth

Tel: 817-877-1430 301 Commerce Street Suite 1430 Fort Worth, Texas 76102

About HOLT CAPITAL PARTNERS, L.P.

HOLT CAPITAL PARTNERS, L.P. is a Fort Worth, Texas based financial advisory firm with nearly $884,051,795 in assets under management and provides investment advisory services for 130 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

117863

Firm SEC#:

801-78012

Assets Under Management:

$884,051,795

No. of Clients:

130

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges

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