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Holden Securities Management Inc (Reno)


Holden Securities Management Inc is an adviser based in Reno. It manages $16.11 million of regulatory assets for 21 client accounts. It has been registered with the SEC as an adviser since 2001.

Holden Securities Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Holden Securities Management: assets under management

The assets under management (AUM) of Holden Securities Management Inc is $16.11 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -47% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $16.11 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $766.94 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Holden Securities Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Reno

The principal office where Holden Securities Management Inc performs its advisory services is located at 14050 Saddlebow Drive, Reno, NV 89511 The mailing address of the firm is 59 Damonte Ranch Pkwy #358, Reno, NV 89521. An additional office of the firm is in New Rochelle, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 914-833-9142 or by fax 914-833-9142. The normal business hours are 6:30am - 1:00pm on Monday - Friday.


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