Sign in
Create a free account
HOLISTIC WEALTH ADVISORS
CLIFTON PARK, NY
518.357.3858
SEC #801-131511Total AUM
$278.7M
Employees
10Clients
661Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5 SOUTHSIDE DRIVE
SUITE 204
CLIFTON PARK
NY 12065
United States
SUITE 204
CLIFTON PARK
NY 12065
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
518.357.3858
Other Offices
1
Financials
Total AUM
$278.7M
Accounts
1,260Discretionary
$278.7M
Accounts
1,260Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
526AUM
$115.6M
HNW Individual Clients
116AUM
$158.1M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
10AUM
$4.1M
Charitable Organization Clients
1AUM
$3.2K
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
3AUM
$758.4K
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACOCTFLILMANCNHNJNYSCTXVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.