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Arnim Sanchez Holzer

EAB Investment Group, LLC

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About Arnim Sanchez Holzer

Arnim Holzer is an investment advisor representative with EAB Investment Group, LLC and is registered to provide investment advisory services in Pennsylvania. Arnim Holzer is a seasoned professional with extensive experience in the financial industry. Arnim Holzer has held previous positions at several firms including Guggenheim Securities, LLC, SRT Securities LLC, and Financial Network Investment Corporation. Arnim Holzer's professional experience spans more than two decades, starting with a role at Deltec Asset Management Corporation in 1997. Arnim Holzer has successfully completed the Series 63, 65, and 24 examinations, as well as the Series 7, 3, and SIE examinations.

Firm Information

Arnim Holzer is currently registered with EAB Investment Group, LLC. EAB Investment Group, LLC is an investment advisor headquartered in Bala Cynwyd, PA, managing approximately $136,090,498 in assets for one client. The firm specializes in portfolio management for investment companies.
EAB Investment Group, LLC

150 MONUMENT ROAD

BALA CYNWYD, PA 19004

$136.09M

Assets Under Management

1

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Arnim Holzer’s Registration & Firm History

PA

02/03/2023 - Present

EAB Investment Group, LLC (BALA CYNWYD PA)

NY

11/30/2020 - 09/18/2023

GUGGENHEIM SECURITIES, LLC (NEW YORK NY)

MI

12/01/2016 - 09/29/2020

SRT SECURITIES LLC (BIRMINGHAM MI)

NJ

05/19/2011 - 01/11/2012

FINANCIAL NETWORK INVESTMENT CORPORATION (FLORHAM PARK NJ)

NY

01/01/2008 - 12/22/2009

IDB CAPITAL CORP. (NEW YORK NY)

NY

03/02/2004 - 12/31/2005

SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)

IL

12/20/2002 - 03/08/2004

SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)

NY

03/22/2000 - 12/20/2002

SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)

NY

06/16/1997 - 01/13/2000

DELTEC ASSET MANAGEMENT CORPORATION (NEW YORK NY)

NY

01/11/1995 - 05/12/1997

NEUBERGER & BERMAN, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/18/2021

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/16/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/13/1998

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/2016

Series 7 - General Securities Representative Examination

BC

Issued 10/25/2004

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Arnim Sanchez Holzer.
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