James
Holden
Kayne Anderson Rudnick Investment Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
James Holden is a financial advisor based out of Los Angeles, California with 1 year of relevant experience. Holden is on the advisory team at Kayne Anderson Rudnick Investment Management, LLC. Holden has gained experience at Stifel, Robert Half International, Koegel Autism Center, University Of California Santa Barbara, Gqr Global Markets, Ubs Financial Services Inc, Morgan Stanley, Kayne Anderson Rudnick Investment Management and Vp Distributors LLC. Holden has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in California. Kayne Anderson Rudnick Investment Management, LLC is an advisory firm headquartered in Los Angeles, CA. The firm has offices in 16 locations and a total of 114 employees. It oversees $34 billion in total assets across its 26,684 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 36 charitable organizations. Of its 26,684 accounts, 56% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The company provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. A financial advisor's fee schedules largely vary depending on which services are provided. Fees billed by Kayne Anderson Rudnick Investment Management, LLC can include any blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Kayne Anderson Rudnick Investment Management, LLC Brokerage Details
$33,531,267,174
114
26,684
$1,256,606
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
James Holden Work History
James has been registered as a financial advisor for 1 years.*
Vp Distributors LLC
Kayne Anderson Rudnick Investment Management
Morgan Stanley
Ubs Financial Services Inc
Stifel
Robert Half International
Koegel Autism Center
Gqr Global Markets
University Of California Santa Barbara
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Holden to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kayne Anderson Rudnick Investment Management, LLC
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
