HOLZER & COMPANY, INC.
CRD #120685 SEC #801-67750 WESTWOOD, NJ 201-722-1400
SEC Registered
Total AUM
$66.5M
Discretionary
$66.5M
Employees
1
Clients
0
Accounts
21
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2012 | $66.5M | $66.5M | $0 | 1 | 11 |
| Dec 2011 | $66.5M | $66.5M | $0 | 1 | 11 |
| Mar 2011 | $66.5M | $66.5M | $0 | 5 | -- |
| Jan 2011 | $77M | $34M | $43M | 5 | -- |
| Mar 2009 | $68.8M | $39.7M | $29.1M | 5 | -- |
| Mar 2007 | $46.4M | $46.4M | $0 | 5 | -- |
DateJan 2012
Total AUM$66.5M
Discretionary$66.5M
Non-Disc.$0
Employees1
Clients11
DateDec 2011
Total AUM$66.5M
Discretionary$66.5M
Non-Disc.$0
Employees1
Clients11
DateMar 2011
Total AUM$66.5M
Discretionary$66.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$77M
Discretionary$34M
Non-Disc.$43M
Employees5
Clients--
DateMar 2009
Total AUM$68.8M
Discretionary$39.7M
Non-Disc.$29.1M
Employees5
Clients--
DateMar 2007
Total AUM$46.4M
Discretionary$46.4M
Non-Disc.$0
Employees5
Clients--