Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Holtz is an investment advisor representative with Mapleton Capital Management, LLC and Ocean Park Capital Management, LLC in Los Angeles, CA. Richard has been registered with the Securities and Exchange Commission since April 2001. Richard specializes in portfolio management for individuals and pooled investment vehicles and has been in the industry since 1999. Richard holds the Series 65 license and has a background in racing management through his work with Broad Racing LLC. Richard has a focus on high-net-worth individuals and has over 30 million in assets under management from pooled investment vehicles.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
04/24/2001 - Present
Mapleton Capital Management, LLC (Los Angeles CA)
IA
Issued 07/17/2000
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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