Holt-Smith Advisors
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- Holt-Smith Advisors is an independent portfolio management boutique providing investment services to individuals, foundations, endowments and institutions since 1987. Based in Madison, WI, our investment experts offer customized portfolios along with regular communication and attention to your financial needs.
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Headquarters:5201 East Terrace Drive Suite 380, Madison, Wisconsin, United States
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Phone Number: +1 608-249-4488
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Website: https://www.holtsmithadvisors.com
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Employees:2
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Revenue:$1 - 10M
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Legal Name:Holt-Smith Advisors
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Holt-Smith Advisors's Social Media
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| NAICS Code: 523930 |
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Frequently Asked Questions regarding Holt-Smith Advisors
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Where are Holt-Smith Advisors's Headquarters?
Holt-Smith Advisors's Headquarters are in 5201 East Terrace Drive Suite 380,Madison,Wisconsin,United States
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What is Holt-Smith Advisors's phone number?
Holt-Smith Advisors's phone number is +1 608-249-4488
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What is Holt-Smith Advisors's official website?
Holt-Smith Advisors's official website is https://www.holtsmithadvisors.com
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What is Holt-Smith Advisors's Revenue?
Holt-Smith Advisors's revenue is $1 - 10M
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What is Holt-Smith Advisors's NAICS code?
Holt-Smith Advisors's NAICS code is 523930
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How many employees are working in Holt-Smith Advisors
Holt-Smith Advisors has 2 employees
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What is Holt-Smith Advisors's Industry?
Holt-Smith Advisors is in the industry of Investment Management
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Who is Holt-Smith Advisors's Chief Operations Officer?
Holt-Smith Advisors's Chief Operations Officer is Beth Korth