Louis
Holtz
Rice Hall James & Associates LLC
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About this Advisor
Louis Holtz is a chartered financial analyst based in Pasadena, California who has 12 years of relevant experience. Holtz is currently employed by Rice Hall James & Associates LLC. They have been employed by Rice Hall James & Associates Llc for their total career. Holtz is able to work in California. Rice Hall James & Associates LLC is a registered investment firm headquartered in San Diego, CA. It has a total of 27 financial advisors. It manages $2 billion in assets among its 303 customer accounts, placing it among the largest firms in the country by assets under management. The firm provides services to 15 charities and foundations. Of its 303 client accounts, 30% belong to high-net-worth clients who have more than $1 million in investable assets. Rice Hall James & Associates LLC provides a broad assortment of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Financial advisory fee schedules usually depend on which service is offered. Fees billed by Rice Hall James & Associates LLC can be comprised of some blend of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rice Hall James & Associates LLC Brokerage Details
$1,802,790,332
27
303
$5,949,803
Investment Advisory 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
- Other
Louis Holtz Work History
Louis has been registered as a financial advisor for 12 years.*
Rice Hall James & Associates, LLC
*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 Louis Holtz 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 Rice Hall James & Associates LLC
San Diego, CA
San Diego, CA
Pasadena, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
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