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HOLLENCREST CAPITAL MANAGEMENT
NEWPORT BEACH, CA
949-737-7700
SEC #801-55904Total AUM
$2.9B
Employees
19Clients
478Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
100 BAYVIEW CIRCLE
SUITE 500
NEWPORT BEACH
CA 92660-8903
United States
SUITE 500
NEWPORT BEACH
CA 92660-8903
United States
Operating Hours
6AM-5PM
Monday - Friday
Monday - Friday
Phone
949-737-7700
Financials
Total AUM
$2.9B
Accounts
1,347Discretionary
$1.5B
Accounts
915Non-Discretionary
$1.4B
Accounts
432
Clients
Individual Clients
295AUM
$255.5M
HNW Individual Clients
166AUM
$2.2B
Pooled Vehicle Clients
3AUM
$75.8M
Pension/Profit Sharing Plan Clients
1AUM
$24.7M
Charitable Organization Clients
7AUM
$86.5M
Corporation or Business Clients
6AUM
$211.6M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
FEES RELATED TO REAL ESTATE DEALS
Compliance
Disclosures
SRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
AZCACOFLNVORTNTXUTWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.