Disclosures.
Regulatory filings, important notices and how to verify our registration independently.
Form ADV Part 2A & 2B
Our firm brochure and brochure supplements, describing services, fees, conflicts of interest and the background of our advisory personnel.
FINRA BrokerCheck
An independent tool for researching the background and experience of financial brokers, advisers and firms.
Privacy Notice
How we collect, use, share and protect the personal information of our clients and prospective clients.
General disclosure
Holden Family Office LLC is a registered investment adviser. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.
Not advice
The information presented on this website is provided for informational and educational purposes only. It does not constitute investment, legal, tax or accounting advice, nor does it constitute an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument, or to participate in any particular investment strategy. Recipients should consult their own advisers regarding their specific circumstances.
Investment risk
All investing involves risk, including the possible loss of principal. Past performance is not indicative of, and does not guarantee, future results. There can be no assurance that any investment strategy will achieve its objectives. Diversification does not eliminate the risk of experiencing investment losses. Private investments involve additional risks, including illiquidity, limited transparency and the potential loss of the entire amount invested, and may not be suitable for all investors.
Third-party information
Certain information contained on this website has been obtained from sources believed to be reliable, but its accuracy and completeness are not guaranteed. Links to third-party websites, including client portals, are provided for convenience. Holden Family Office is not responsible for the content, security or privacy practices of those sites.
Forward-looking statements
Any statements regarding future market conditions, economic outcomes or investment performance are opinions as of the date made, are subject to change without notice, and should not be relied upon as predictions of actual future events.
Website terms
Content on this website may not be copied, reproduced or distributed without the prior written consent of Holden Family Office LLC.
Additional disclosures
[Add any firm-specific disclosures required by your compliance consultant here — for example fee schedule references, custodian identification, state registration notices, or award and ranking disclosures if you later add them.]
Last updated: [Month Year]