Holt-Smith Advisors

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Holt-Smith Advisors — overview

Assets Under Management

Type

Wealth Manager

Location

Madison, WI, US

Alternative Asset Classes

PEVCREINFHFPDNR

About

Holt-Smith Advisors was a US-based wealth manager. It offered services to a diverse clientele, including high-net-worth individuals, endowments and foundations, religious organizations, and public and corporate pension plans. In Q3 of 2013, Banyan Partners acquired Holt-Smith Advisors.

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