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Building 2HOLLO & ASSOCIATES, INC.

Map pinKIRKLAND, WA
Phone206-623-4952
NotebookSEC #801-60850
Total AUM
$35.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3425 CARILLON POINT
BUILDING 3000, 4TH FLOOR
KIRKLAND
WA 98033-7317
United States
Operating Hours
8:30AM TO 3:00PM
Monday - Friday
Phone
206-623-4952

ReceiptFinancials

Total AUM
$35.6M
Accounts
226
Discretionary
$33.9M
Accounts
183
Non-Discretionary
$1.7M
Accounts
43

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ORWA

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

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