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Holzer & Company, Inc. (Westwood)


Holzer & Company, Inc. is an adviser based in Westwood. It manages $66.5 million of regulatory assets for 21 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of New Jersey.

Holzer & Company 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.

Holzer & Company: assets under management

The assets under management (AUM) of Holzer & Company, Inc. is $66.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $66.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.17 million each.
Holzer & Company has custody of $18.3 million in cash and securities for 9 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Holzer & Company, 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 Westwood

The principal office where Holzer & Company, Inc. performs its advisory services is located at 263 Center Avenue, Westwood, NJ 07675, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 201-722-1400 or by fax 201-722-1013. The normal business hours are 9:00 a.m.-5:00 p.m. on Monday - Friday.


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