RIA Intel›Advisers›Massachusetts›HOLZBACH ROBERT WILLIAM

HOLZBACH ROBERT WILLIAM

Advisory

MA

Data as of Jul 30, 2024 · Source: SEC Form ADV

Rank in MA
#1,294
of 1,590 advisers by AUM
Average account
$4M
across 7 accounts
AUM per adviser
$27M
1 advisers

Source: SEC Form ADV. Figures as filed Jul 30, 2024.

Total AUM
$27M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$27M
Discretionary AUM$0
Non-Discretionary AUM$27M
Discretionary %0%
Total Clients9
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InMA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

MORGAN FINANCIAL ADVISORS INC
MANCHESTER, MA
$27M
0.0% 1Y
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$27M
DYER CAPITAL MANAGEMENT, INC.
MARION, MA
$27M
-10.3% 1Y
DETWILER FENTON INVESTMENT MANAGEMENT LLC
BOSTON, MA
$27M
-82.7% 1Y
ROSEVIEW INVESTMENT ADVISORS, LLC
BOSTON, MA
$27M
-94.0% 1Y
WINSLOW WEALTH MANAGEMENT LLC
BOSTON, MA
$27M
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