Dave Holtz

Founder at

NEXT Financial Holdings, Inc.

Finance

Commercial Services

Profile

David Lee Holtz is the founder of NEXT Financial Group, Inc. He held the title of Director at the company from 1999 to 2022.
Mr. Holtz is also the founder of NEXT Financial Holdings, Inc. Mr. Holtz's current job is as a Director at 4WARD Financial Marketing, Inc.

Dave Holtz active positions

Companies	Position	Start
NEXT Financial Holdings, Inc. NEXT Financial Holdings, Inc. Investment ManagersFinance Provides investment management and brokerage services	Founder	-
4WARD Financial Marketing, Inc. 4WARD Financial Marketing, Inc. Advertising/Marketing ServicesCommercial Services 4WARD Financial Marketing, Inc. is a private company based in Houston, TX.	Director/Board Member	20/10/2010

All active positions of Dave Holtz

Former positions of Dave Holtz

Companies	Position	End
NEXT Financial Group, Inc. NEXT Financial Group, Inc. Investment ManagersFinance NEXT uses both quantitative and qualitative analysis to construct its ETF and mutual fund allocation models. Each model’s goal is to meet its investment objective through a diversified portfolio of strategically managed ETFs or mutual funds based on a target fixed income-to-equity ratio. They seek to maintain allocation targets through periodic rebalancing.	Founder	01/01/2022

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Linked companies

Private companies	3
NEXT Financial Group, Inc. NEXT Financial Group, Inc. Investment ManagersFinance NEXT uses both quantitative and qualitative analysis to construct its ETF and mutual fund allocation models. Each model’s goal is to meet its investment objective through a diversified portfolio of strategically managed ETFs or mutual funds based on a target fixed income-to-equity ratio. They seek to maintain allocation targets through periodic rebalancing.	Finance
NEXT Financial Holdings, Inc. NEXT Financial Holdings, Inc. Investment ManagersFinance Provides investment management and brokerage services	Finance
4WARD Financial Marketing, Inc. 4WARD Financial Marketing, Inc. Advertising/Marketing ServicesCommercial Services 4WARD Financial Marketing, Inc. is a private company based in Houston, TX.	Commercial Services

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