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HOLISTIC CAPITAL
CRD 332028
68 HARRISON AVE, STE 605 PMB, BOSTON, MA, 02111, United States
Phone
954-459-1724
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$0
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Subscription fees
Org form
Limited Liability Company
Filing date
2024-12-25
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)ALTERNATIVE INVESTMENTS
All web addresses on file
Official SEC filing: View on IAPD