About Holt-Smith Advisors
Holt-Smith Advisors is an Investment Management company, headquartered in Madison, with 2 - 10 employees and annual revenue of $50M - $100M.
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 fina...
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Holt-Smith Advisors Company Highlights
Phone Number
(608) 249-xxxx
Corporate Office Address
5201 East Terrace Drive
Madison, 53718
Website
Industries Served
Investment ManagementNumber of Employees
2 - 10 Employees
Company Revenue
$50M - $100M
Holt-Smith Advisors Org
Holt-Smith Advisors has 2 VP employees.
Holt-Smith Advisors's Tech Stack
Frequently Asked Questions About
Holt-Smith Advisors
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How many senior employees does Holt-Smith Advisors have?
Holt-Smith Advisors has 2 senior employees that are typically used for decision making.
What technologies does Holt-Smith Advisors use?
Holt-Smith Advisors uses technologies including Lua and OpenResty.
How do I contact Holt-Smith Advisors?
To contact Holt-Smith Advisors, visit holtsmithadvisors.com.
What companies are similar to Holt-Smith Advisors?
Companies similar to Holt-Smith Advisors include Resnick, Tradeify Limited, and CAL Consulting International.
Where is Holt-Smith Advisors headquartered?
Holt-Smith Advisors is headquartered at 5201 East Terrace Drive, Madison.
What is the main phone number for Holt-Smith Advisors?
The main phone number for Holt-Smith Advisors is (608) 249-xxxx.
What is the official website for Holt-Smith Advisors?
The official website for Holt-Smith Advisors is holtsmithadvisors.com.
What is the annual revenue of Holt-Smith Advisors?
The annual revenue of Holt-Smith Advisors is $50M - $100M.
How many employees does Holt-Smith Advisors have?
Holt-Smith Advisors has 2 - 10 employees.
What industry is Holt-Smith Advisors in?
Holt-Smith Advisors is in the Investment Management industry.
Last updated: May 28, 2025