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HOLISTIC FINANCIAL PARTNERS, LLC
Tel: 317-550-3400
9959 Crosspoint Boulevard Indianapolis, Indiana 46256
HOLISTIC FINANCIAL PARTNERS, LLC
HOLISTIC FINANCIAL PARTNERS, LLC is a Indianapolis, Indiana based financial advisory firm with nearly $343,027,935 in assets under management and provides investment advisory services for 761 clients. There are currently 6 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
170913
SEC#:
801-79580
No. of Clients:
761
Assets under Management
$343,027,935
No. of Advisors:
6
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