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Building 2HOLISTIC FINANCE LLC

Map pin
Phone808-746-7774
NotebookSEC #801-132342
Total AUM
$14.2M
Employees
4
Clients
265

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
808-746-7774
Other Offices
3

ReceiptFinancials

Total AUM
$14.2M
Accounts
693
Discretionary
$14.2M
Accounts
693
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
263
AUM
$12.2M
HNW Individual Clients
2
AUM
$2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLHIIAIDINLAMNMONCNENHNVNYOHOKORPASDTXUTWA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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