Computer Handholders Inc is a large advisory firm based in La Mesa. It manages $32.06 million of regulatory assets for 41 client accounts. It has been registered with the SEC as an adviser since 2001.
Computer Handholders provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Computer Handholders Inc is $32.06 million. The firm's AUM has gone down by -1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Computer Handholders Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Computer Handholders Inc performs its advisory services is located at 5480 Baltimore Drive, La Mesa, CA 91942, which is also the mailing address of the firm. An additional office of the firm is in Collegeville, PA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 619-460-0984 or by fax 619-460-1780. The normal business hours are 7:00 am to 4:00pm on Monday - Friday. You can find more information about the New York firm at www.qinsight.com.