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HOLISTIC PLANNERS
HOLISTIC PLANNERS NETWORK, LLC
CRD 170933
1901 PENNSYLVANIA AVENUE NW, SUITE 900, PMB 202, WASHINGTON, DC, 20006, United States
Phone
240-508-2169
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$14.4M
Discretionary AUM
$13.9M
Team
2 total employees; 2 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2025-10-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 49 | $12.0M |
| High net worth individuals | 2 | $2.4M |
All web addresses on file
Official SEC filing: View on IAPD