Holderness Investments Co
Firm details
- Headquarters
- Greensboro, North Carolina
- CRD number
- 106530
- Registered since
- August 14, 1995
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI75.38%
- Individuals17.44%
- Charitable Organizations2.94%
- Pension & Profit Sharing Plans2.74%
- Corporations / Businesses1.5%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Holderness Investments Co is an independent, individually owned RIA and capital allocator. Registered with the SEC in 1995, the firm serves individuals, families, and institutional clients. Its services include financial planning, portfolio management for individuals, small businesses, and institutions, and selecting other advisers. It charges fees based on assets under management, hourly fees, and fixed fees.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- Cash & Cash Equivalents15%
- Public Funds/Mutual Funds12%
- US Government Bonds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 69Active vs passive
$85.9M in ETFs
89%
$76.6M
7%
$9.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $18.2M | 24,583 | 21.17% |
Location
Greensboro, NC
Guilford
Location
Greensboro, NC
Headquartered in Greensboro, NC, anchoring the Greensboro--Winston-Salem--High Point, NC metro in the South.
- Metro area
- Greensboro--Winston-Salem--High Point, NC
- Region
- South
- County
- Guilford
- Address
- 2102 N Elm St
- Time zone
- ET (UTC-5)
- Office locations
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