Von Holt Financial Advisors, Inc. (Palatine)

Von Holt Financial Advisors, Inc. is an adviser based in Palatine. It manages $54 million of regulatory assets for 125 client accounts. It has been registered with the SEC as an adviser since 2002.

Von Holt Financial Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Von Holt Financial Advisors: assets under management

The assets under management (AUM) of Von Holt Financial Advisors, Inc. is $54 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 32% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $54 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $432 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Von Holt Financial Advisors, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Von Holt Financial Advisors, Inc.

Albert Vonholt has been acting as President since 1 Mar 1992. Albert John Vonholt joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Albert Vonholt	President	1 Mar 1992	75% - 100%	2268823
Albert John Vonholt	President	1 Mar 1992	75% - 100%	2268823

Based in Palatine

The principal office where Von Holt Financial Advisors, Inc. performs its advisory services is located at 345 N. Quentin Road, Palatine, IL 60067, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.