Company

Holdings Manager, LLC.

Financial Services Dallas, Tx, United States 6 employees

Employees: 6

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Holdings Manager, LLC. Overview

Headquarters: Dallas, Tx, United States
Website: holdingsmanager.com
Industry: Financial Services
Employees: 6
Founded: 2017
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

RFPs Equities Reconciliation SEC Filings Returns Distribution Back Office Process Integration Advent APX Advent Moxy Charles River FactSet Bloomberg

About Holdings Manager, LLC.

Holdings Manager, LLC. serves asset managers and RIAs through a suite of quarterly and monthly services including SEC Filings Management, Unified Consultant Database Distributions, RFP Preparations, and all things holdings related.

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