Holt-Smith Advisors, ,

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Company Name

Holt-Smith Advisors

Address

2810 Crossroads Dr.
Ste. 4900
Madison, Wisconsin 53718
United States

Email	hsa@holtsmithadvisors.com	Phone	1-608-249-4488
Website	www.holtsmithadvisors.com	Fax	1-608-249-7988

Summary
Executive Details
Board Members

Business Information

The group's principal activity is to provide investment management and advisory services. The group's services include gift and estate planning, retirement planning, philanthropy, education funding, business succession planning, and long-term care. The group operates from the United States.

Executive Information
Name	Title	Email
Marilyn Holt-Smith	Founder, MD	N/A
Eva Solcova Smith	COO	N/A
Ryan Erickson	VP, Chief Investment Officer	N/A
Kelly Griego	Wealth Management Assoc.	N/A
Mark Sprenger	Mgr. - Wealth Management Services	Available

Company Size
Sales Range	50 to 100 Million
Employee Range	Below 25

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