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HOLT INVESTMENT PARTNERS LLC

CRD 339917

Visit website

302 1/2 MARINE AVE, NEWPORT BEACH, CA, 92662, United States

Phone

(949) 342-5405

Fax

Registration

— (—)

Source

State registered

Total AUM

$0

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-06-15

Disciplinary history

No

Services

Portfolio management (individuals)

All web addresses on file

Official SEC filing: View on IAPD