Holden & Mickey, Inc.

EST. AUM
$500,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area Charlotte
CRD Number
Website holdenmickey.com
Client types

Overview

Holden & Mickey, Inc. is a financial services and advisory firm based in Winston-Salem, North Carolina, with deep family roots in the insurance and financial planning business spanning multiple generations. The firm focuses on helping individuals, families, and businesses identify appropriate financial and investment strategies tailored to unique life, career, and business situations. Their professionals leverage long-standing industry experience to advise on financial planning, investment strategies, and insurance solutions that align with clients’ goals.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Holden & Mickey, Inc.

Platform Details

Investment Preferences

Alternative Activity

Address

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