Holistic Financial Partners

Trust Score 86%
Trust Score info_outline

Last updated: August 11th, 2019. Data source: SEC filings.


Holistic Financial Partners, federally registered in 2014, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 3 advisors. Holistic Financial Partners manages $201.8 million and provides investment advisory services for 592 clients (1:198 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $340,886
Hybrid Advisor No
Disciplinary History No
Total AUM $201.8 million
Advisor / Client Ratio 1:198
Headquarters 9959 Crosspoint Boulevard Indianapolis, IN 46256
SEC Filings Forms and Brochures    (CRD # 170913)
State(s) Registered IL, IN, TX

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