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John Cletus Holden

Todd Asset Management LLC

Louisville, KY

CRD 4135882

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Employer firm

Todd Asset Management LLC CRD 109473

$6.18B regulatory AUM 15 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Selection of other advisers
  • Periodicals / newsletters
  • PROVIDE AND UPDATE MODEL PORTFOLIO TO PLATFORM CLIENTS UNDER AGREEMENT INCLUDING AN ETF AS SUB-ADVISER.

From the firm’s Form ADV. Read the guides:

Current Employers
Todd Asset Management Llc

101 South 5Th Street Suite 3100, Louisville, KY 40202 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2015-02-11
  • KY RA
    APPROVED
    Since 2015-02-11

Branch Locations

101 South 5Th Street Suite 3100, Louisville, KY 40202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Todd Asset Management, Llc Louisville KY 05/2009 Present
Previous Registrations
Designations
  • Chartered Financial Analyst
Other Names
  • John Cleus Holden

View on SEC IAPD

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