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VON HOLT FINANCIAL ADVISORS, INC.
CRD 115050 · SEC 801-60925
50 N. BROCKWAY STREET, SUITE 4-5, PALATINE, IL, 60067, United States
Phone
847-991-6050
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$107.3M
Discretionary AUM
$107.3M
Team
2 total employees; 2 advisory reps; 64 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $4.6M |
| High net worth individuals | 54 | $102.7M |
All web addresses on file
Official SEC filing: View on IAPD