David
Holin
Fuhrman Management Associates, Inc
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About this Advisor
David Holin is a financial advisor working in Fort Washington, Pennsylvania with 6 years of relevant experience. Holin is an employee of Fuhrman Management Associates, Inc. During their career, Holin has held roles at Ithaca College, Athlete'S Performance Institute, Little Kickers Soccer Academy, Israeli Association Of Baseball, Cross Fit Tel Aviv, City Fitness Of Philadelphia, Jimmy Johns, University Of Tampa and Fuhrman Management Associates. Holin has a Series 65 license, designating them as an investment advisor representative, and is able to work in Pennsylvania. Fuhrman Management Associates, Inc is an advisory company based in Fort Washington, PA. It has $259 million in total assets among its 300 accounts, placing it among the mid-sized firms in the country by assets under management. The firm advises one charities and foundations. Of its 300 client accounts, 38% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Fuhrman Management Associates, Inc offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and other services. Financial management fees largely depend on the services provided. However, fee types billed by Fuhrman Management Associates, Inc can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fuhrman Management Associates, Inc Brokerage Details
$258,617,813
5
300
$862,059
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
David Holin Work History
David has been registered as a financial advisor for 6 years.*
Fuhrman Management Associates
University Of Tampa
City Fitness Of Philadelphia
Jimmy Johns
Athlete'S Performance Institute
Little Kickers Soccer Academy
Israeli Association Of Baseball
Cross Fit Tel Aviv
Ithaca College
*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 David Holin 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 Fuhrman Management Associates, Inc
Fort Washington, PA
Fort Washington, PA
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.
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