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Coming soon

Holt Investment Partners LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Holt Investment Partners LLC and it’s representatives are properly licensed or exempt from licensure. The information provided on this website is for informational purposes only. Advisory services are provided only pursuant to a written advisory agreement. Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. To Check Firm or Individual Backgrounds please go to Finra’s Brokercheck. Copyright © 2026 Holt Investment Partners, LLC

ADV 2A (Firm Brochure)

Location

302 1/2 Marine Ave

Newport Beach, CA 92662

Contact

Daniel@Holtinvestmentpartners.com

(949) 342-5405

Privacy Policy

ADV 2B (Brochure Supplement)