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Building 2HOLISTIC FINANCIAL PARTNERS, LLC

Map pinINDIANAPOLIS, IN
Phone317-550-3400
NotebookSEC #801-79580
Total AUM
$444.6M
Employees
6
Clients
862

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9959 CROSSPOINT BOULEVARD
INDIANAPOLIS
IN 46256
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
317-550-3400

ReceiptFinancials

Total AUM
$444.6M
Accounts
862
Discretionary
$444.6M
Accounts
862
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
759
AUM
$177.4M
HNW Individual Clients
103
AUM
$267.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILINTX

HandshakeAffiliates

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

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