About David Lee Holtz of NEXT FINANCIAL GROUP
David Lee Holtz is Director at Next Financial Group Inc and has been affiliated with Next Financial Group Inc since August-1999.
Next Financial Group Inc is an investment advisor that manages 1.7 BN dollars in regulatory AUM and has 685 employees, of which 618 perform investment advisory functions. The managers's latest filing has disclosed 2BN in positions, which represents 87% of the manager's regulatory AUM.
For more on Next Financial Group 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
Next Financial Group Inc is an investment advisor that manages 1.7 BN dollars in regulatory AUM and has 685 employees, of which 618 perform investment advisory functions. The managers's latest filing has disclosed 2BN in positions, which represents 87% of the manager's regulatory AUM.
For more on Next Financial Group 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
NEXT FINANCIAL GROUP StockAlpha
Top 25% |
StockAlpha
3 yr performance attributed to stock picking: -0.7%/yr
Co-workers of David Lee Holtz at NEXT FINANCIAL GROUP
Name | Title | In Position Since |
---|
Norman Carl Jr Grant | Director | March-2000 |
Arthur Daniel Farr | Director | December-2006 |
Barry Glenn Knight | President/Ceo/Director | December-2006 |
Christopher Brian Mueller | Svp Chief Operations Officer | February-2014 |
Jeffrey Judd Saline | Director | December-2011 |
Cary Joel Sr Cowan | Director | December-2011 |
Leslie Bernard Jallans | Cco | September-2014 |
Philip Francis Smith | Cfo/Finop | March-2015 |
Fundamental & Technical Factor Exposure
David Lee Holtz Office Address
2500 WILCREST
SUITE 620
HOUSTON, Texas
UNITED STATES, 77042
SUITE 620
HOUSTON, Texas
UNITED STATES, 77042
David Lee Holtz Contact Information
Phone Number: 713-789-7122
Fax Number: 713-980-1687
Website: null
Fax Number: 713-980-1687
Website: null
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