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Von Holt Financial Advisors
VON HOLT FINANCIAL ADVISORS, INC. is an SEC-registered investment adviser in PALATINE, IL. The firm manages approximately $107 million in regulatory assets.
Overview
VON HOLT FINANCIAL ADVISORS, INC. is an SEC-registered investment adviser in PALATINE, IL. The firm manages approximately $107 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Palatine
Corporate office
San Francisco, CA, United States
Principals
John von Holt
Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Von Holt Financial Advisors?
John von Holt serves as the principal, maintaining direct oversight of investment decisions. The office operates without an external investment committee or third-party gatekeeper, reinforcing a concentrated, long-horizon approach to capital allocation.
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