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HOLISTIC FINANCIAL PARTNERS, LLC
CRD 170913 · SEC 801-79580
9959 CROSSPOINT BOULEVARD, INDIANAPOLIS, IN, 46256, United States
Phone
317-550-3400
Fax
317-550-3399
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$444.6M
Discretionary AUM
$444.6M
Team
6 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 759 | $177.4M |
| High net worth individuals | 103 | $267.2M |
States served
IL, IN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD