About David L. Holtz of VISIONARY ASSET

David L. Holtz is Bod at Visionary Asset Management Inc. and has been affiliated with Visionary Asset Management Inc. since April-2008.

Visionary Asset Management Inc. is an investment advisor that manages 657.9 MM dollars in regulatory AUM and has 13 employees, of which 5 perform investment advisory functions. The managers's latest filing has disclosed 289MM in positions, which represents 44% of the manager's regulatory AUM.

For more on Visionary Asset Management Inc. including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile

VISIONARY ASSET StockAlpha

+0.1%
Top 25%
StockAlpha 3 yr performance attributed to stock picking: +0.1%/yr

Co-workers of David L. Holtz at VISIONARY ASSET

Name Title In Position Since
Andrew C. Miller President December-2010
Marlana A. Splettstosser Chief Compliance Officer August-2014
Norman C. Grant Chairman January-2015
Cary J. Cowan Bod April-2008
Jeffrey J. Saline Bod April-2008
Arthur D. Farr Bod April-2008
Philip F. Smith Cfo March-2015

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David L. Holtz Office Address

2500 WILCREST DRIVE
SUITE 640
HOUSTON, Texas
UNITED STATES, 77042

David L. Holtz Contact Information

Phone Number: 866-940-4932
Fax Number: 713-333-2705
Website:

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