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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Holtz is an investment advisor representative at McAdam LLC. Benjamin Holtz has been in the industry since May 2021. Benjamin Holtz is registered with the state of California and Texas as an investment advisor representative. Benjamin Holtz is also registered with the firm McAdam LLC as an investment advisor representative. McAdam LLC is an investment advisor firm that provides investment advice to individuals, corporations, charitable organizations, and pension and profit-sharing plans. Benjamin Holtz specializes in providing financial planning, portfolio management, and selection of other advisors services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
06/18/2024 - Present
McAdam LLC (San Francisco CA)
IA
Issued 08/23/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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