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HOLT INVESTMENT PARTNERS LLC
CRD 339917
302 1/2 MARINE AVE, NEWPORT BEACH, CA, 92662, United States
Phone
(949) 342-5405
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$0
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-15
Disciplinary history
No
Services
Portfolio management (individuals)
All web addresses on file
Official SEC filing: View on IAPD