HOLDER & COMPANY, INC.

HOLDER & COMPANY, INC. is an SEC-registered investment adviser (CRD 117077). Regulatory assets under management: $35.3M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 117077
• Type: Registered investment adviser
• Phone: 978-537-6191
• Latest filing: 2026-02-08
• Regulatory AUM: $35.3M
• Discretionary AUM: $16.1M
• Non-discretionary AUM: $19.3M
• Clients: 1
• Accounts: 49

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 117077 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search