1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2HOLLY STREET WEALTH ADVISORS

Map pinPASADENA, CA
Phone626-657-0559
NotebookSEC #801-107190
Total AUM
$144.7M
Employees
9
Clients
232

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
790 E. COLORADO BLVD.
SUITE 200
PASADENA
CA 91101
United States
Operating Hours
7:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
626-657-0559
Other Offices
2

ReceiptFinancials

Total AUM
$144.7M
Accounts
526
Discretionary
$125.5M
Accounts
453
Non-Discretionary
$19.2M
Accounts
73

ContactClients

View more in analytics →

Individual Clients
180
AUM
$29.6M
HNW Individual Clients
34
AUM
$93.8M
Pension/Profit Sharing Plan Clients
1
AUM
$2M
Charitable Organization Clients
1
AUM
$4M
Corporation or Business Clients
16
AUM
$15.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLNJNYTXUT

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account