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Arnim Holzer

24 Years of Experience
Bala Cynwyd, PA

Arnim Holzer is a registered investment advisor at Eab Investment Group, LLC, based in Bala Cynwyd, PA, with 24 years of industry experience. Arnim operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $510M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
IM Fee
Planning only
Assets Under Management
$506.0M

Fee Structure

Minimum Investment:$2M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

150 Monument Road, Suite 207, Bala Cynwyd, PA, 19004

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Eab Investment Group, LLC
February 2023 - Present · 3 yrs 2 mos
Previous Registrations
Guggenheim Securities, LLCBroker
November 2020 - September 2023 · 2 yrs 10 mos
Eab Investment Group, LLC
October 2018 - December 2022 · 4 yrs 2 mos
Eab Investment Group, LLC
February 2017 - December 2017 · 10 mos
Srt Securities LLCBroker
December 2016 - September 2020 · 3 yrs 9 mos
Right Blend Investing
September 2012 - March 2014 · 1 yr 6 mos
Financial Network Investment Corporation
June 2011 - January 2012 · 7 mos
Financial Network Investment CorporationBroker
May 2011 - January 2012 · 8 mos
Idb Capital CORP.Broker
January 2008 - December 2009 · 1 yr 11 mos
Idb Asset Management, a Division of Idb Capital CORP.
December 2007 - December 2009 · 2 yrs
Scudder Investor Services, INC.Broker
March 2004 - December 2005 · 1 yr 9 mos
Scudder Distributors, INC.Broker
December 2002 - March 2004 · 1 yr 3 mos
Scudder Investor Services, INC.Broker
March 2000 - December 2002 · 2 yrs 9 mos
Deltec Asset Management CorporationBroker
June 1997 - January 2000 · 2 yrs 7 mos
Neuberger & Berman, LLCBroker
January 1995 - May 1997 · 2 yrs 4 mos
State Registrations1 state
PA
Advisor

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Exams
No exam information available for this advisor.