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Building 2HOLLOWAY WEALTH MANAGEMENT, LLC

Map pinGAINESVILLE, FL
Phone352-337-8177
NotebookSEC #801-65430
Total AUM
$375.5M
Employees
6
Clients
420

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5225 SW 91ST TERRACE
GAINESVILLE
FL 32608
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
352-337-8177

ReceiptFinancials

Total AUM
$375.5M
Accounts
813
Discretionary
$375.5M
Accounts
813
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
207
AUM
$54M
HNW Individual Clients
210
AUM
$320.7M
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$432.5K
Corporation or Business Clients
1
AUM
$339.5K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGALANHTX

HandshakeAffiliates

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

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