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HOLON WEALTH MANAGEMENT
510.325.1701
SEC #801-133871Total AUM
$0
Employees
1Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
BY APPOINTMENT
Monday - Friday
Monday - Friday
Phone
510.325.1701
Financials
Total AUM
$0
Accounts
0Discretionary
$0
Accounts
0Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAOR
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.