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RED KENNEDY FINANCIAL

HOLZBACH ROBERT WILLIAM

CRD 135276

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$27.0M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps; 12 broker-dealer reps

Clients

11-25

Fees

Hourly charges; Fixed fees; % PF ASSETS, BUT NON-CUSTODIAL, NOT UNDER MY DIRECT MANAGEMENT

Org form

Sole Proprietorship

Filing date

2024-07-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals9$27.0M

All web addresses on file

Official SEC filing: View on IAPD